Ultimus Client Access Network
Ultimus Client Access Network (UCAN) provides connections to a network of electronic resources frequently used by Ultimus clients.
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.
Jewish Values Investment Funds Chooses Ultimus to Service New Fund
May 9, 2018 | Press Release
Firm leverages Ultimus’ experience to provide full suite of services CINCINNATI, OHIO – May 9, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >
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