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Unity Financial Reporting®
Gain Control Over Shareholder Documents and Their Required Disclosures

Unity Financial Reporting® automates the creation of critical financial statements and holdings reports to meet regulatory disclosure requirements and marketing demands. The solution offers automated content creation and multi-language publishing to dramatically reduce the time to first draft, giving you more control over your reporting while improving efficiency, speed, and scalability.

Features & Benefits
ONE END-TO-END SYSTEM
Standardize and automate portfolio holdings, financial statements and notes to financial statements with one end-to-end system.
DATA CONSISTENCY
Centrally source and validate data from various upstream systems to ensure data consistency across reports and improve efficiency.
FASTER TIME TO DRAFTS
Automate content creation through automated publishing; aggregate data into print-ready, standardized templates for portfolio, financial, and notes statements to reduce time to create stylized drafts by 99%.
SCALABLE
Reduce effort to produce stylized content by at least 25% while gaining the scalability to add new products without additional resources.
AUDIT CONTROL
Increase control with user rights permissions and valuable audit trail of changes made to report drafts.
MULTI-LANGUAGE
Publish in one or multiple languages to support global operations and products.
For more information about Confluence products, call +1 412.802.8632 or contact us.