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 Fund Solutions Joins North American Fund Administration Association

Firm's involvement in NAFAA supports new offering from recent acquisition CINCINNATI, OHIO – SEPTEMBER 27, 2018 - Ultimus Fund Solutions®,…Read More >


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Upcoming Events

Schwab IMPACT 2018

29th Annual SRI Conference


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