Founded in 1991, Confluence is a global leader in investment data management automation. Offering the industry's only unified platform for fund administration, the Unity® platform, Confluence is relied on by more than 40 percent of the leading investment firms worldwide to solve a wide range of problems, from performance measurement to customized reporting for mutual funds, variable products, alternative investments, and other instruments.
Leveraging one centralized database, the Unity platform replaces multiple, time-consuming, costly and error-prone manual processes with the ability to achieve mass customization, process consolidation, and complete automation of vital regulatory, marketing and financial reporting functions. As a result, the Unity platform empowers fund companies and global service providers to scale with agility and control—all from one unified fund administration platform.
Headquartered in Pittsburgh, Pennsylvania, with key locations in San Francisco, CA, London and Luxembourg, Confluence is privately owned with growth equity investment backing from Polaris Venture Partners.
At Confluence, when it comes to turning investment data into knowledge, we know it, we get it, and we do it.