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Unity® Fact Sheets
Gain Control Over Marketing Fact Sheet Content and Creation

Unity® Fact Sheets automates the process of compiling the information marketing professionals need to create sales tools and investor updates – including performance and holdings information, regulatory disclosures and footnotes, charts and graphs, and manager commentary. Unity Fact Sheets automates reporting from a single source of validated data, saving time and reducing risks associated with error-prone manual processes.

Features & Benefits
ONE END-TO-END SYSTEM
Standardize and automate the end-to-end process of collecting data, confirming accuracy, and creating marketing fact sheets.
DATA CONSISTENCY
Centrally source and validate data from various upstream systems to increase efficiency and deliver consistent data across reports.
AUDIT CONTROL
Increase control with user rights permissions and valuable audit trail of changes made to report drafts.
AUTOMATED CONTENT CREATION
Improve accuracy, efficiency and control by automating the inclusion of regulatory footnotes and creating charts and graphs directly from a single source of approved, validated data
PRINT-READY PRODUCTION
Produce stylized documents in print-ready format, thereby eliminating typesetting costs and proofreading errors.
SCALABLE
Reduce effort to produce print-ready drafts while gaining scalability to add new products without additional resources.
For more information about Confluence products, call +1 412.802.8632 or contact us.