Hands-On Training Empowers Client Success

Designed to empower clients to get the most from their investment in the Unity® platform, the global investment industry’s only unified fund administration platform, Confluence offers a variety of customizable product and technical training courses.

Training courses are designed to be delivered onsite at a client location or at the Confluence training facility in Pittsburgh, Pennsylvania.

The Confluence training methodology employs a "hands-on" approach to rapidly teach team members the skills they need to effectively achieve the desired business results.

Standard training offerings include the following.

Product Modules

  • Unity Financial Reporting
    • Unity Financial Statements
    • Unity Holdings
    • Unity Marketing
    • Unity Regulatory Reporting
  • Unity Financial Statements
  • Unity Holdings
  • Unity Marketing
  • Unity Performance
  • Unity Expense Management
    • Unity Expense Payments
    • Unity Budgeting

Technical Modules

  • System Administration*
  • Crystal Reports for Unity Pricing and Unity Performance

* Offered at Pittsburgh facility only.

Call 412.802.8632 to schedule training, or visit the Training page on the Clients Only Web Site (Client User ID and password required) for more information.