Ultimus LeverPoint Introduces Enhanced Client Portal, Technology Tools
Technology additions reflect a company culture of responding to client needs
Ultimus LeverPoint, the private fund administration services arm of Ultimus Fund Solutions® (Ultimus®), is pleased to announce continued investments in technology that enhance the fund manager and investor experiences while streamlining back-end processing.
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Most recently, Ultimus LeverPoint introduced two additional technology tools. First is Ultimus LeverPoint’s enhanced client portal, through which fund managers and their investors can directly access detailed fund and investor-level data and reporting on-demand. The other, DocuSign software, enables investors, fund managers, and other related parties to obtain and execute subscription documents electronically. Both tools significantly enhance convenience for investors while offering fund managers real-time access to reports, legal documents, and more sophisticated data.
Implementation of these tools is a direct response to clients’ desire for more real-time functionality, ease of use, and visibility into account and fund information and part of the firm’s continuing commitment to expanding its overall technology capabilities. By enhancing clients’ and investors’ digital experience and expanding access to business intelligence for fund managers and their partners, Ultimus LeverPoint has further reinforced its success in combining boutique service with institutional strength.
Ultimus LeverPoint’s enhanced client portal features significantly expanded dashboard reporting functionality. Dashboards customized to individual client brands are interactive and give fund managers and limited partners access to a variety of reports in real time. Through this advanced portal, fund managers can access reporting directly instead of having to request individual reports. Dynamic reports can also be retrieved in real time, giving fund managers and CFOs direct and secure access to accounting data. This streamlined process enables managers to drill down to new levels of fund accounting transaction details and call up reports on demand.
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The DocuSign software streamlines document handling and authorization for managers and partners. Instead of having to print, sign, scan and/or transmit documents, clients can now access and execute fund subscription agreement documents electronically with less risk and faster turnaround. This software also enables key data to be uploaded directly into the firm’s client relationship management (CRM) system, enhancing data efficiency and accuracy.
Kelly Ramsey Gooch, EVP, Client Relationship Officer for Ultimus LeverPoint, says that listening to clients reflects Ultimus LeverPoint’s client-centricity. “We are always seeking feedback from our clients to understand their needs, while surveying the expectations of the market and gaps in industry offerings,” she said. ”Then we move in that direction, staying aligned with the priorities of industry demands—those of existing clients as well as prospective ones.”
Looking for ways to continually improve and being results driven reflect other core values of the firm, according to David MacPhee, Chief Executive Officer of Ultimus LeverPoint. “There’s always more to accomplish in terms of the experience we provide our clients and their partners,” he says. “We’ll keep expanding and evolving our offerings, our service delivery and our technology, making it easier for fund managers to execute on their goals. Our service and solutions will always reflect our client’s needs.”
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