Ultimus Connect brings reporting, data visibility, and workflow coordination together in a single, service‑led platform—so you can operate with greater confidence, speed, and control as complexity grows.
Ultimus Connect
Uncover new insights with Ultimus Connect
Power your team with a unified platform for data delivery
Ultimus ConnectTM is the operating platform that unites the Ultimus technology suite with easy-to-use portals and advanced technologies to support fund administration, investment operations, and investor services. By combining integrated data with managed execution, Ultimus Connect helps you move beyond static reporting to real‑time visibility—without taking on the burden of operating disconnected tools.
Bring together solutions across your business to harness new insights
Centralized reporting and data visibility
Access a single, consistent view of fund data across accounting, capital activity, and reporting. Ultimus Connect helps reduce reconciliation effort and improve confidence by aligning data across systems before it reaches stakeholders.
Role based access for different audiences
Deliver the right information to the right audiences based on role, fund, and access level. Ultimus Connect supports differentiated views for internal teams, investors, and other stakeholders without duplicating effort.
Configurable views aligned to how you operate
Reporting and dashboards are configured around how you manage funds—not generic templates. This allows you to focus on what matters most to your operations, oversight, and investor communications.
Integrated workflows and transparency
Ultimus Connect connects reporting with underlying operational workflows to improve visibility and accountability. Clear status tracking and audit trails help support oversight while reducing follow up and manual tracking.
Delivered as a managed service
Ultimus configures, maintains, and supports Ultimus Connect as part of your service model. You gain the benefits of a powerful reporting and data platform without adding operational or technical burden to your team.
Benefits
A single source of truth for reporting
Reduce confusion and rework by delivering consistent, aligned data across reports and stakeholders.
Faster access to meaningful insight
Spend less time reconciling data and more time using it to support decisions and oversight.
Improved transparency and control
Maintain clear visibility into data, workflows, and reporting outcomes.
Lower operational burden
Rely on Ultimus to manage setup, configuration, and ongoing support.
Scales with your fund platform
Adapt reporting, access, and workflows as funds, strategies, and audiences evolve.
Frequently asked questions
What is Ultimus Connect designed to support?
Ultimus Connect supports centralized reporting, data access, and workflow transparency across fund operations.
Who uses Ultimus Connect?
Ultimus Connect is used by fund administrators, operations teams, finance teams, and other stakeholders who need timely, accurate fund information.
Is Ultimus Connect a standalone software product?
No. Ultimus Connect is delivered as a managed platform, combining technology with operational support from Ultimus.
How does Ultimus Connect integrate with other Ultimus solutions?
Ultimus Connect integrates solutions across public, private, and hybrid funds to provide a connected operating experience.
Can Ultimus Connect scale as funds and data grow?
Yes. The platform is designed to scale with growing fund complexity, reporting needs, and user groups.