Ultimus LeverPoint has launched uCONNECT, a web-based utility that provides direct access to fund data for private fund clients. The platform, part of the firm’s uSUITE technology platform, allows clients to access customizable and real-time reports without relying on the operations team. uCONNECT offers a range of data, including Statements of Investments, general ledger details, investor demographic data, capital transaction details, and performance measurements. The expansion of client-facing technology aligns with Ultimus’ goal of providing innovative solutions that meet evolving client needs. The firm aims to leverage cutting-edge technology to help clients differentiate themselves in the market and achieve their objectives. With a focus on service excellence, Ultimus aims to deliver efficient and valuable access to data to support the growth of its clients.
Ultimus LeverPoint Launches uCONNECT for Private Fund Clients
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