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ETFs

Exchange-traded Funds continue to grow in popularity as an investment vehicle for both retail and institutional investors. Like their '40 Act mutual fund counterparts, ETFs face a myriad of complex data processing and reporting disclosures and requirements. For fund administrators, these challenges will escalate as the number of ETF funds continue to grow, driving the need for increased risk mitigation, scalability, cost control and enhanced service levels.

Fortunately, Confluence offers ETF-compliant solutions – Unity® Performance, Unity® Holdings, Unity® Financial Statements, Unity® Regulatory Reporting, and Unity NXT Expense Processing – to meet the data processing and reporting challenges of '40 Act registered ETFs.

Learn more about our solutions for ETFs:

For more information about Confluence products, call +1 412.802.8632 or contact us.