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Unity NXT® Form CPO-PQR
Automate Form CPO-PQR Reporting to both the CFTC and NFA and Increase Efficiency

With Confluence's Unity NXT® Form CPO-PQR, registered Commodity Pool Operators can report to both the CFTC and the NFA on a wide range of data including investment strategy, asset classes, risk metrics, collateral, counterparty credit exposure, and the use and levels of leverage, among many other aspects of their operations.

Features & Benefits
DATA ANALYTICS
Perform calculations in the application, with exceptions for risk metrics, various cover page fields, and items requiring NFA guidance.
DASHBOARD
Present key summary information upon log-in to alert the commodity pool operator of any open data issues that require attention prior to filing.
INTUITIVE NAVIGATION
Facilitate navigation and offline collaboration with web-based form organized by actual Form CPO-PQR schedules and parts.
VALIDATION
Receive alerts, checks, and validations within the Unity NXT Regulatory Reporting platform.
AUDIT TRAIL
Access records of any top-side adjustments made, including the original entry, the overriding value, editing person, as well as the date.
ELECTRONIC FILING
File directly with the NFA electronically without the risk of error implicit in manually re-entering data.
For more information about Confluence products, call +1 412.802.8632 or contact us.