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Confluence launches Unity Performance & Analytics platform


Confluence, a provider of data-driven managed investment solutions, has launched Unity Performance & Analytics to provide a performance calculation and risk analytics platform for retail funds and institutional portfolios.

Confluence believes its new platform will help global asset management firms to meet the reporting demands of today’s sophisticated investors and empowers them to create an information-driven client model that addresses each client’s unique needs.
Designed by a team of experts in the performance analytics field, Unity Performance & Analytics automates the calculation of fund, portfolio and composite returns while providing attribution, contribution, and risk analysis. Confluence’s configurable workflow allows asset managers to model and build their internal process to reflect their client’s own operating model and increase accuracy and control of their performance reporting across the organisation.
Because data quality is Confluence’s priority, Unity Performance & Analytics also gives performance analysts the ability to build tailored validation checks that are relevant to their operations in order to produce trusted end results.
Unity Performance & Analytics functionality was rolled out exclusively to Confluence clients in April and is now available globally. Support for institutional portfolios is a major expansion to Confluence's flagship Unity Performance platform, which has long been the industry standard for automating daily and monthly mutual fund return calculations.
“In an era of abundant investment data, the temptation can be to churn out vast amounts of detail, without considering what is most important to the recipient," says Todd Moyer (pictured), Executive Vice President, Global Business Development at Confluence. "Clients want meaningful reports, enriched with context, interpretation and clarity. The Unity Performance & Analytics platform enables this type of reporting by transforming data into timely, incisive and actionable information.”

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