Mapping Confluence Products to their Unity™ Platform Nomenclature
In September 2007, Confluence announced the Unity platform – a new brand for the industry’s only unified fund administration platform. Leveraging the power of a single database, the Unity platform solves a broad array of challenges – from performance reporting to post-trade compliance.
With the launch of the Unity platform, existing Confluence products such as FundStation®, Clear Portfolio™ and IndexStream® are now linked to the Unity platform with titles that specifically illustrate their function.
These Confluence products and how they map to the new Unity nomenclature are outlined below.
Product |
Unity Component |
|---|---|
| NAVFeed® or NASDAQ interface | Unity™ Pricing |
| FundStation, ACHIEVE® or PROS | Unity™ Performance |
| IndexStream | Unity™ Benchmarks |
| Clear Portfolio Holdings | Unity™ Holdings |
| Clear Portfolio Financial Statements | Unity™ Financial Statements |
| Confluence® Fact Sheets | Unity™ Marketing |
| Clear Portfolio Financial Reporting/Whole Book | Unity™ Financial Reporting |
| FundStation Survey Package or Clear Portfolio Survey Package | Unity™ Surveys |
If you have any questions regarding the launch of the Unity platform and the transition from the current independent products to the Unity platform, please consult your Confluence Technologies representative at 412.802.8632.