What reporting teams are up against: Manual processes that introduce risk resource pressure with growing demands limited visibility and oversight regulatory complexity and frequent updates.
An integrated platform designed to simplify financial reporting
Consolidates data from multiple sources to reduce manual handling.
Highlights irregularities for easier, focused review.
Generate multiple fund reports in a single workflow.
Streamlines formatting and helps meet EDGAR compatibility.
Track progress with audit trails and clear task ownership.
Supports funds and entities across markets and standards.
Enhanced oversight through built-in checks
Efficiency gains by reducing repetitive work
Flexibility to fit your reporting processes
Adaptable to regulatory expectations
30,000+ funds supported
1,600+ investment management firms
Across 40+ countries
Backed by consistent R&D investment and global support coverage
“Unity financial reporting is about helping clients gain clarity and control.”
– Tom Rowe, VP, Unity Solutions Products
Whether you’re feeling the weight of growing regulatory demands or simply want to reclaim time and clarity in your process, you don’t have to do it alone.
Speak to one of our experts to explore how Unity Financial Reporting could support your goals. Or download our brochure to see how firms like yours are approaching reporting with greater confidence and control.
Let’s turn complexity into clarity—together.
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Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with 700+ employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.
