Business Results That Matter

“With the Unity™ platform there is less manual effort, which results in less errors and gives the reviewers more comfort. Unity™ Financial Reporting reduced the number of errors found in the review process by 75 percent.”

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

“Confluence has the best solution for automating the reporting process while maintaining flexibility. Other vendor applications did not provide us with the same level of flexibility and automation, nor afford us the opportunity to incorporate our specific functionality needs. Confluence offered the best opportunity to provide our clients with the most comprehensive and cutting-edge technology in the marketplace.”

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

“Due to the labor-intensive nature of the tasks involved with post-trade monitoring of investment restriction compliance, our desire to be as rigorous as possible while maintaining current staff levels had become extremely challenging. Unity™ Post-Trade Compliance is designed to automate processes that were previously completed manually, while enabling us to centralize post-trade compliance holdings data and monitoring on one system. As a result, we expect to gain tighter control and the ability to increase the frequency of testing without increasing staff.”

-- Layne Rasmussen, Vice President and Controller, Principal Funds

“The Confluence staff have worked in the industry and are well versed on industry challenges. I believe that Confluence knew exactly what our pains were. That provided us with a high level of confidence in the company and the solution.”

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

“We are very excited to have Unity™ Benchmarks in place. It will streamline the process of index aggregation, performance calculation and reporting for us substantially. In fact, because it delivers the data directly to Unity™ Performance it will eliminate the collection step completely, enabling us to focus on other critical processes.”

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

"Unity™ Holdings is the best solution for automating the reporting process while maintaining flexibility and increasing the efficiency and accuracy of financial reporting. Confluence has knowledge of changing requirements and we like the fact that we have a partner that will address changes in the industry."

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