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Unity® Surveys

As part of the Investor Communications platform, Unity Surveys is the industry's choice for automated third-party reporting enabling you to meet the information demands of internal sales channels, third-party intermediaries, news publications, institutional clients and regulators. Unity Surveys automates the third-party reporting process, including the collection of data creation of reports, and delivery of daily reports and data feeds to a multitude of destinations.

Reduce costs, eliminate risk, elevate service levels and increase scalability, while delivering timely and accurate fund information to research firms, trade organizations, and regulators in the frequency and format they need. Unlike current manual or semi-automated processes, Unity Surveys offers fund companies peace of mind by ensuring that they have the control to deliver the right information, in the right format, to the right people, at the right time.

Key Benefits

  • Increase efficiency through the automation of third-party reporting processes
  • Reduce report creation time through the use of standard formats
  • Ensure accuracy of find information delivered to third-parties by consolidating data in one central database

As part of the Investor Communications platform, Unity Surveys is the industry's choice for automated third-party reporting enabling you to meet the information demands of internal sales channels, third-party intermediaries, news publications, institutional clients and regulators. Unity Surveys automates the third-party reporting process, including the collection of data, creation of reports, and delivery of daily reports and data feeds to a multitude of destinations.

Reduce costs, eliminate risk, elevate service levels and increase scalability, while delivering timely and accurate fund information to research firms, trade organizations and regulators in the frequency and format they need. Unlike current manual or semi-automated processes, Unity Surveys offers fund companies peace of mind by ensuring that they have the control to deliver the right information, in the right format, to the right people, at the right time.

As a result, fund companies are assured that potential investors have access to the information they need to make timely and informed investment decisions.

Key Benefits

  • Increase efficiency through the automation of third-party reporting processes
  • Reduce report creation time through the use of standard formats
  • Ensure accuracy of find information delivered to third-parties by consolidating data in one central database

How Unity Surveys works

Collect – Automate the collection of fund information — such as prices, net assets, subscriptions and redemptions — from various sources, including your fund accounting system or data warehouse, and consolidate it into one central database.

Create – Create reports in minutes using a number of standard formats.

Confirm – Confirm your numbers once and store them in a central database and know that they are correct, without the time-consuming task of verifying each report.

Deliver – Distribute reports automatically to any destination via email, fax, FTP, etc. and according to any schedule.

Unity Surveys lets you automatically create and deliver:

  • Daily and weekly pricing reports
  • Monthly and quarterly fund surveys
  • Regulatory fund reports

Distribute reports to external destinations such as:

  • Morningstar
  • Lipper
  • Thomson ONE
  • The Investment Company Institute (ICI)

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

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