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

Unity® Performance is the industry’s leading automated performance solution. It is an end-to-end solution that allows for the automated collection of fund data, creation of returns and reports, confirmation of the calculations and delivery of fund performance and pricing data in multiple file formats via various channels.

With Unity Performance, you can reduce costs, eliminate risk, elevate service levels and increase scalability, while giving your organization a cost-effective and scalable solution to calculate and disseminate rate of return data on a daily basis.

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.

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