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Fund Performance
Meet Fund Performance Reporting Demands with Accuracy, Flexibility, and Control

Unity® Performance & Analytics allows performance analysts to efficiently collect data, create and validate reports and deliver fund performance and pricing data in multiple file formats via various performance distribution channels. Performance analysts gain unprecedented control over return calculations, reduce back-office process costs and risks, and elevate service levels to internal and external clients.

Features & Benefits
AUTOMATE CALCULATIONS
Automate all return and yield calculations for greater efficiency, from simple to complex, such as after-tax calculations or borrowed parent-class performance with adjusted expense ratios.
REDUCE COST AND EFFORT
Eliminate the cost of entering and validating data and the challenges of calculating results in multiple disparate spreadsheets and tools with one controlled solution.
CUSTOMIZE REPORT OUTPUT
Meet the specifications of each downstream recipient by creating both standard reports, including Daily Financial Profile, Tolerance and Expense Disclosure, and also customizable report outputs.
DELIVER ACCURACY
Ensure the right information is sent to the right people, in the right format, at the right time.
CONSISTENT CALCULATIONS
Gain control over deliverable accuracy by confirming consistency of performance calculations.
CONTROL DATA FLOW
Control the flow from data collection to calculation to report delivery.
For more information about Confluence products, call +1 412.802.8632 or contact us.