Linkedin Twitter About Resources Clients Contact Us Ultimus Client Access Network (UCAN) Home>Login>Ultimus Client Access Network (UCAN) Ultimus Client Access Network (UCAN) provides connections to a network of electronic resources frequently used by Ultimus clients. Private Funds PRIVATE FUND INVESTOR Access your private fund statements. PRIVATE FUND MANAGER Access your private fund financial data and information. Mutual Funds MUTUAL FUND REPORTS Access your mutual fund reports from the Fund Accounting and Transfer Agency groups. MUTUAL FUND ACCOUNTING Access your mutual fund information within the Ultimus Fund Accounting system. TRANSFER AGENCY Access your mutual fund shareholder records within the Ultimus Transfer Agency system AD REVIEW & COMPLIANCE CERTIFICATIONS Submit mutual fund marketing materials for review and access compliance certifications. ULTIMUS DISTRIBUTION ADVANTAGE Access to knowledge, tools and support for your mutual fund distribution efforts. Let’s Talk Contact a member of our team. Recent Blog Posts The Rise of ESG and the Importance of ESG Data November 18, 2021 Introduction ESG is a hot topic. That’s not surprising given the sums of money flowing into Environmental, Social and Governance (ESG) strategies. Investments in ESG strategies grew 42% from 2018 to 2020. Today, one [...] The DOE Man (or Woman) Cometh: How to Prepare for an SEC Exam November 2, 2021 Receiving an examination notice, particularly for the first time, from the Securities and Exchange Commission’s (“SEC”) Division of Examinations (DOE, formerly known as OCIE, Office of Compliance Inspections and Examinations), can be unsettling. Rest [...] Top Five Questions to Ask a Third-Party Marketer – Before Engaging Them for Fund Distribution October 19, 2021 Over the years registered fund managers have made the decision to outsource some or all of their distribution efforts. During that time, a number of new models for external, active distribution have emerged and [...] The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved. Copyright © 2021 Ultimus Fund SolutionsTerms of Use 11490309044 UFS 11/19/2020 Privacy Policy 8421 UFS 8/13/2020 Online Privacy Policy 8420 UFS 8/13/2020 DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice. 2080-NLD-7/31/2019 | 8054-UFS-7/31/2019