About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Confluence Helps Fund Administrators Manage New Complex Money Market Fund Reporting Mandates

Subscribe to our newsletter

Confluence, a global leader in investment management data automation, today announced new software to help fund administrators manage complex Money Market Fund Reform Rule reporting recently mandated by the US Securities and Exchange Commission (SEC).

Unity Regulatory Reporting delivers an automated solution to the complex challenge of preparing and filing the SEC’s required Form N-MFP, via eXtensible Markup Language (XML), and repurposing the same content to create and deliver the necessary web reporting. This automated solution simplifies report generation and delivers complete reports to efficiently comply with the new five-day mandatory turnaround cycle.

The solution leverages the source content method of XML tagging. Unlike traditional document tagging methods that tag data in the post-production process, the source content method tags data at the source where it is created. As a result, Unity Regulatory Reporting eliminates manual, error-prone tagging of data and, in doing so, provides back office administrators with an accurate, cost effective and scalable solution to respond to the Money Market Fund Reform Rule challenges.

“Fund managers and administrators are facing a time of unprecedented regulatory challenges, which are likely to continue,” said Scott Powell, product manager at Confluence. “By offering solutions such as Unity Regulatory Reporting, Confluence wants to empower fund companies to comply with regulatory reporting mandates while managing risk, reducing costs, and gaining scale with unprecedented agility and control.”

With the deadlines for Money Market Fund Reform reporting fast approaching, Confluence recommends that fund administrators take action now to understand the data and delivery requirements of the rule and to identify data sources.

The Confluence Unity platform is defining and delivering the next generation of fund administration automation. By leveraging one centralised database, the Confluence platform replaces multiple time-consuming, costly and error-prone manual processes with the ability to achieve mass customisation, process consolidation and complete automation of vital reporting functions.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Streamlining trading and investment processes with data standards and identifiers

Financial institutions are integrating not only greater volumes of data for use across their organisation but also more varieties of data. As well, that data is being applied to more use cases than ever before, especially regulatory compliance and ESG integration. Due to this increased complexity of institutions’ data needs, however, information often arrives into...

BLOG

19 RegTech Insights for 2025 from our RegTech Summits

The RegTech Summits in London and New York delivered a deep dive into AI-driven compliance, accelerated settlement, and evolving regulatory frameworks among other key RegTech topics, with industry leaders and regulators weighing in on the biggest challenges ahead. From the implementation of accelerated settlement cycles across global markets to the rise of generative AI (GenAI)...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...