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Ultimus LeverPoint
Year-on-Year Comparison Ultimus LeverPoint Average Score 2022 Average Score 2021 Average Score last 3 years Global Average Difference with Global Average Client Service 6.43 6.83 N / A 5.97 0.46 On-boarding 6.86 6.64 N / A 5.99 0.87 Reporting to Limited Partners 6.43 6.86 N / A 6.06 0.37 Reporting to General Partners 6.43 6.64 N / A 6.13 0.30 Reporting to Regulators 6.67 6.85 N / A 5.87 0.80 KYC , AML , Sanctions Screening 6.00 7.00 N / A 5.88 0.12 Capital Drawdowns and Distributions 6.86 6.86 N / A 6.16 0.70 Technology 6.29 6.43 N / A 5.62 0.67 Average 6.50 6.76 N / A 5.96 0.54
While all results for Ultimus Leverpoint are in the Very Good range ( 6.00- 6.99 ), On-boarding , Capital Drawdowns and Distributions and Reporting to Regulators stand out both as top scoring categories and those most above the market average . All responses are from US clients . The firm provides clients with one centralised point of contact alongside the ability to directly access the experts that perform its specialised services . “ This clientcentric model is increasingly less common in the industry today , and one of Ultimus LeverPoint ’ s strongest differentiators ,” says the firm . Client comment would seem to support this . “ Ultimus Leverpoint team goes above and beyond any other administrator we ' ve had ,” says one . “ They are cognisant of the time zone difference and do everything in their power to be available if and when they are needed . They aren ' t just a typical administrator . They are an integral part of our team and our firm would not be able to function without them .” In 2021 , the firm launched a new digital platform , uINVESTOR , which automates the subscription process and uACCESS , through which fund managers and their investors can directly access detailed fund and investorlevel data and reporting on-demand . Reporting to Limited Partners also comes in for praise . “ We had tried hosting Special Purpose Vehicles with other fund administrators and it proved to be extremely problematic -- in large part because our LPs were unhappy with reporting from other vendors . Reporting by Ultimus Leverpoint has always satisfied us and our Limited Partners ,” says one client .
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