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.
