Unity Financial Reporting
Increase scalability and efficiency of financial reporting
Streamline regulatory and GAAP financial statements and associated notes disclosures across various geographies.
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30,000+
Funds/entities using Unity Financial Reporting to produce annual/interim/ad-hoc financial statements.
10/10
10 of the top 10 fund administrators trust Unity Financial Reporting.
1,600
Unity Financial Reporting is relied on by over 1,600 investment management firms across 40 countries.
Gain control over financial reporting
Compile and validate data from multiple sources to automate shareholder document and disclosure creation and bulk processing.
Reduce cost and time effort, and minimize risk of manual errors with a centralized, data-driven platform that enables consistency and standardization across documents.
Empower a “self-service” model so clients can take ownership of the platform with Confluence support as needed.
See how the Unity Financial Reporting platform delivers differentiating values
A single, integrated platform designed as a data hub to repurpose data for GAAP and ad-hoc reporting requirements.
US/NA Regulations
- Annual reports
- Semi-annual reports
- Quarterly reports
- Ad-hoc reports
- TSR reporting (US only)
- N-CSR filing (US only)
- CSA Canadian Funding Report (CA only)
Simplify investor reporting with Unity Financial Reporting
Confluence Unity Financial Reporting simplifies the control and creation of investor-facing regulatory disclosure and marketing documents across many geographies, reporting GAAP standards and product types.
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