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SEC Modernization: Form N-PORT and Form N-CEN
Meet the SEC's Condensed 30-Day Filing Window with Unity NXT® Regulatory Reporting Powered by Synapse®

Confluence’s Unity NXT® Regulatory Reporting solution for Form N-PORT automates the filing process and eases the data management challenges through Synapse® providing data integration, aggregation, and re-use. With a condensed 30-day filing window and many additional data sources required, Form N-PORT is a complex and onerous regulatory reporting obligation, but with our automated platform, clients can reduce risk in a controlled system that facilitates collaboration, review, standardization, and provides an audit trail for external regulatory examinations and inquiries.

Features & Benefits
FORM FILINGS
Filing solutions for Form N-PORT and Form N-CEN through the Unity NXT Regulatory Reporting platform.
REGULATION DATA SHARING S-X CHANGES
Unity Financial Reporting support for the Regulation S-X changes.
DATA SHARING
Sophisticated data sharing between Unity Financial Reporting and Unity NXT Regulatory Reporting.
REGULATORY REMEDIATION
Regulatory remediation to determine data sources and on-going data collection procedures.
FORM PREP & SERVICES
Ongoing form preparation and filing services to ease the new resource burden.
ONE END-TO-END SYSTEM
A full end-to-end solution under a single offering via partnerships with market data providers and risk management specialists.
For more information about Confluence products, call +1 412.802.8632 or contact us.

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