Gain visibility and control across your operations with powerful reporting, workflow, and data visualization tools.
Data and Reporting Hub
Uncover new insights with Ultimus Connect Data and Reporting Hub
A single access point, data‑centric platform for reporting and operational transparency
The Ultimus ConnectTM Data and Reporting Hub 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. Designed to support fund teams, investors, and internal stakeholders, the Data and Reporting Hub helps turn fragmented data and processes into a consistent, actionable operating view.
Power your team with a unified platform for data delivery
Data and Reporting Hub 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, the Data and Reporting Hub helps you move beyond static reporting to real‑time visibility.
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 investor reporting. The Data and Reporting Hub 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. Our hub 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
The Data and Reporting Hub connects reporting with underlying operational workflows to improve visibility and accountability. Clear status tracking and audit trails help support oversight while reducing follow‑ups and manual tracking.
Features
Centralize reporting and fund data visibility
Access consistent, aligned fund data across accounting, capital activity, and reporting to reduce reconciliation effort and improve confidence in outputs.
Deliver role-based access across stakeholders
Provide tailored views of fund data for internal teams, investors, and other stakeholders based on role, fund, and access requirements.
Configure reporting views to your operating model
Align dashboards and reporting outputs to how your team manages funds so you can focus on the most relevant insights and metrics.
Connect reporting with operational workflows
Link reporting outputs to underlying workflows to improve transparency, track progress, and reduce reliance on manual status updates.
Maintain transparency through audit trails and tracking
Track changes, approvals, and workflow activity with clear visibility into processes and underlying data movements.
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.
Adapts to your fund platform
Reporting, access, and workflows are configured to evolve with funds, strategies, and audiences.
Frequently asked questions
What is the Ultimus ConnectTM Data and Reporting Hub designed to support?
Our Data and Reporting Hub supports centralized reporting, data access, and workflow transparency across fund operations.
Who uses the Data and Reporting Hub?
The Data and Reporting Hub is used by fund administrators, operations teams, finance teams, and other stakeholders who need timely, accurate fund information.
Is the Data and Reporting Hub a standalone software product?
No. Our Data and Reporting Hub is delivered as a managed platform, combining technology with operational support from Ultimus.
How does the Data and Reporting Hub integrate with other Ultimus solutions?
The Data and Reporting Hub integrates solutions across public, private, and hybrid funds to provide a connected operating experience.
Can the Data and Reporting Hub scale as funds and data grow?
Yes. The platform is designed to scale with growing fund complexity, reporting needs, and user groups.