Replace manual tracking with structured workflows that give you visibility, improve accountability, and help you execute work more efficiently across your operations.
Workflow Manager
Bring structure, visibility, and control to operational workflows
A workflow management solution built for fund and investment operations
Ultimus ConnectTM Workflow Manager provides a centralized way to manage and monitor critical operational workflows across fund administration, investment operations, and investor services. Designed to replace fragmented tracking and manual oversight, it gives you a centralized way to manage, monitor, and control workflows and collaborate on documents across fund administration, investment operations, and investor services.
Structured workflows designed for operational oversight
See all workflows in one place
Track the status of operational workflows without relying on emails or spreadsheets. Real-time visibility into work in progress, bottlenecks, and completion helps you improve coordination and respond quickly to delays across teams.
Align workflows to how you operate
Workflows are configured around your processes rather than generic task structures. This approach supports consistency across funds while allowing flexibility for exceptions and complex operating requirements.
Improve ownership and accountability
Define clear roles, timelines, and escalation paths so work progresses without delays or gaps in responsibility. Structured accountability reduces manual follow-up and helps ensure tasks are completed reliably across teams.
Maintain transparency for oversight and review
Access a complete history of workflow activity, including ownership, status changes, and completed steps. This transparency supports audits, internal reviews, and governance requirements without requiring additional documentation.
Features
Centralize workflow management and tracking
Manage operational workflows through a single platform that improves visibility and coordination.
Configure workflows to your operating model
Align workflows to your processes, controls, and fund structures through configurable design.
Define ownership, timelines, and escalation paths
Establish clear accountability and structured escalation to support execution.
Connect workflows to operational processes and data
Align workflows with underlying fund operations to reduce disconnects across teams and systems.
Gain workflow management as a managed service
Rely on Ultimus to configure and maintain workflows so you reduce internal operational burden.
Collaborate on documents within secure workflows
Share, review, approve, and verify critical documents on a centralized platform that replaces email-based exchanges with secure collaboration.
Benefits
Greater operational control
Maintain visibility into critical work without micromanaging teams or chasing status.
Fewer bottlenecks and delays
Identify and address workflow issues before they impact reporting, investors, or regulators.
Improved accountability across teams
Define clear responsibilities and timelines for consistency.
Audit‑ready transparency
Support internal and external review with clear, traceable workflow history.
Lower operational burden
Rely on a managed workflow solution instead of building and maintaining your own tracking processes.
Frequently asked questions
What types of workflows does the Ultimus ConnectTM Workflow Manager support?
Workflow Manager supports operational workflows across fund administration, investment operations, investor services, and related processes.
Is this a task management or ticketing tool?
No. Workflow Manager is designed for operational workflows and oversight, not generic task lists or IT ticketing.
How does it differ from spreadsheets or shared trackers?
It replaces manual tracking with structured workflows, real‑time visibility, accountability, and auditability.
Is the Workflow Manager configurable?
Yes. Workflows are configured to align with your fund structures, processes, and control requirements.