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Unity Financial Reporting

Made by Confluence Technologies

founded 1991 · owned by Confluence Technologies

Institutional, retail fund and portfolio reporting plus visual marketing documents, sold alongside Unity Performance, Revolution and Style Analytics.

Made by
Confluence Technologies
Primary category
Client reporting
Also listed under
Regulatory reporting, Performance and attribution
Built for
Not recorded
Firm size
Not recorded
Deployment
Not recorded
Pricing model
Not recorded
What it costs
Not recorded
How we verified it
Confirmed on the vendor's own site
Source
the page we read
Last checked
2026-08-29
On the vendor's site
open

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How Confluence Technologies describes itself

Industry-leading regulatory, investor communications and portfolio analytics solutions for the investment management industry.

Confluence Technologies’s own website, read 2026-08-30

Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.

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