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

PRIVATE FUNDS

Access your private fund statements
Access your private fund financial data and information

MUTUAL FUNDS

Access your mutual fund reports from the Fund Accounting and Transfer Agency groups
Access your mutual fund information within the Ultimus Fund Accounting system
Access your mutual fund shareholder records within the Ultimus Transfer Agency system
Submit mutual fund marketing materials for review and access compliance certifications
Access to knowledge, tools and support for your mutual fund distribution efforts





Latest News

Ultimus to be a Gold Sponsor for Boutique Mutual Funds Conference

SunStar’s Conference, “Thriving in an Ever-Changing Industry” features speakers on distribution and marketing CINCINNATI, OHIO – APRIL 8,…Read More >


All Press Releases

Upcoming Events

SunStar Strategic 2019 Conference

Envestnet Advisor Summit


All Upcoming Events