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Unity® Fact Sheets

As part of the Investor Communications platform, Unity Fact Sheets automates the process of compiling the information marketing professionals need to create sales tools and investor updates – including performance and holding information, charts and graphs, manager commentary, and regulatory disclosures. Unity Fact Sheets also automates the inclusion of regulatory footnotes, saving time and eliminating otherwise time-consuming and error-prone manual steps.

Designed for business users, Unity Fact Sheets features user configurable templates which enable marketing professionals to design and publish materials using standard desktop office tools, instead of design software. As a result, marketing professionals are no longer dependent upon technical design resources to meet business demands.

Key Benefits

  • Automate the inclusion of regulatory footnotes to save time and eliminate time-consuming and error-prone manual steps
  • Create charts and graphs directly from a single source of approved, validated data for greater accuracy and control
  • Produce stylized documents in print-ready* format, thereby eliminating typesetting costs and proofreading errors

As part of the Investor Communications platform, Unity Fact Sheets automates the process of compiling the information marketing professionals need to create sales tools and investor updates – including performance and holding information, charts and graphs, manager commentary, and regulatory disclosures.  Unity Fact Sheets also automates the inclusion of regulatory footnotes, saving time and eliminating otherwise time-consuming and error-prone manual steps.

Designed for business users, Unity Fact Sheets features user configurable templates which enable marketing professionals to design and publish materials using standard desktop office tools, instead of design software.  As a result, marketing professionals are no longer dependent upon technical design resources to meet business demands.

Unity Fact Sheets lets users create charts and graphs directly from approved, validated fund data, thereby eliminating the need to pull and validate performance data from a variety of internal sources. It automates the process of verifying the accuracy of information provided from multiple sources and delivers the marketing materials in multiple formats, including print-ready* and electronic formats. 

Key Benefits

  • Automate the inclusion of regulatory footnotes to save time and eliminate time-consuming and error-prone manual steps
  • Create charts and graphs directly from a single source of approved, validated data for greater accuracy and control
  • Produce stylized documents in print-ready* format, thereby eliminating typesetting costs and proofreading errors

How Unity Fact Sheets Works

Collect and validate data from various sources – Unity Fact Sheets integrates with fund accounting and administrative sources to automatically collect holdings and performance data.

Preview draft reports – Unity Fact Sheets automates the creation of print-ready* marketing documents – including charts and graphs – using user configurable templates and common desktop applications. Footnotes are maintained automatically as well.

Confirm and validate draft content – Know that your numbers are correct, without the time-consuming task of "ruler and eyeball" verification.

Publish marketing materials – Deliver documents in print-ready* format, thereby eliminating typesetting costs and proofreading errors. Or, deliver the marketing content directly to the Web, via fax, or as a PDF.

Unity Fact Sheets lets you automatically create:

  • Marketing content for annual and semi-annual shareholder reports
  • Marketing fact sheets
  • Pitch books
  • Fund profiles

*Print-ready output through Word files provides a reasonably similar, but not exact replication of third-party typeset materials.

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

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