Ultimus Client Access Network

Ultimus Client Access Network (UCAN) provides connections to a network of electronic resources frequently used by Ultimus clients.

UCAN, Ultimus Client Access Network

Access your scheduled reports from the Ultimus Fund Accounting and Transfer Agency departments
Access your fund information within the Ultimus Fund Accounting system
Access your shareholder records within the Ultimus Transfer Agency system
Access compliance certifications and submit marketing materials for review (if applicable to your firm)
Access compliance and CCO resources, plus templates, from Ultimus Compliance department
Access the Ultimus Distribution Advantage site that contains knowledge, tools and support for your distribution efforts.

Latest News

Jewish Values Investment Funds Chooses Ultimus to Service New Fund

Firm leverages Ultimus’ experience to provide full suite of services CINCINNATI, OHIO – May 9, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >

All Press Releases

Upcoming Events

2018 IAA Annual Leadership Conference

All Upcoming Events