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

Yorktown Funds Selects Ultimus to Provide Services for 7 Mutual Funds

Growth of AUM Sparks Expansion of Yorktown’s Relationship with the Service Provider CINCINNATI, OHIO – October 10, 2017 – Ultimus Fund Solutions,…Read More >

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