Product Brochures

“Prior to Unity™ Financial Reporting there were no controls around the change process, there were no assurances that changes made it into the [published] document.”

-- Sara Reece, Senior Financial Accounting Leader, Principal

“The scalability of the Unity platform is tremendous, allowing us to not have to add additional people as funds are added.”

-- Eric Falkeis, Vice President of Fund Administration, U.S. Bancorp

“Unity™ Performance has allowed us to tear down antiquated processes and replace them with sophisticated processes that have automated monitoring and checking procedures built around them.”

-- Karen Malloy, Performance Analyst, T. Rowe Price

“Unity™ Holdings is extremely flexible, which is important to us as a service provider. We needed a solution that could support the whole gamut. We are now doing SOIs for clients that did not utilize our Fund Administration Service in the past.”

-- Eric Falkeis, Vice President of Fund Administration, U.S. Bancorp

“Because data has typically been managed using numerous spreadsheets, expense budgeting and payment processes have historically been extremely manual and time consuming for fund companies. With Unity™ Expense Management, we expect to gain both the efficiencies of automation and the ability to leverage one centralized data repository for multiple back-office needs.”

-- Greg Ramirez, Managing Director, Artisan Partners Limited Partnership (“Artisan Partners”)

“Unity™ Holdings allows USBFS the ability to grow by bringing on new clients and adding additional portfolios without having to hire additional employees.”

-- Eric Falkeis, Vice President of Fund Administration, U.S. Bancorp