Case Study: Confluence modernizes Tailored Shareholder Reports with Truefit

Confluence speeds TSR report creation for hundreds or thousands of share classes with Truefit

The customer, Confluence, a global leader in data-driven investment management solutions, faced a challenge when new SEC regulations required the production of Tailored Shareholder Reports (TSR) for their large client base. They needed a solution to help their clients efficiently generate these high-volume, compliant reports. They partnered with the vendor Truefit to develop a specialized web application to address this need.

Truefit built a React-based web application that allows fund managers to quickly design and build professional, ADA-compliant report templates. The solution integrated with Confluence's data and included features for version control and accessibility checks. This resulted in Confluence attracting new clients, increasing search volume, and significantly reducing the time and overhead required to support the massive volume of reports, allowing them to capture early market share and meet the regulatory deadline.

Confluence