For more than 20 years the global investment management industry has come to rely on Confluence to deliver innovative solutions to take the risk out of fund administration. From traditional install, hosted and outsourced Unity® platform solutions to our enterprise-grade SaaS enabled Unity NXT™ solutions, Confluence eliminates multiple, time-consuming, costly and error-prone manual processes with the ability to achieve mass customization, process consolidation, and complete automation of vital fund administration processes. Eliminating risk through data consolidation and automation, we solve critical fund administration and reporting challenges – such as regulatory reporting, financial statement preparation and expense budgeting. Confluence solutions support a wide array of fund investment types – including European domiciled UCITS, alternative investments, traditional U.S. based ’40 ACT mutual funds, and contemporary fund structures such as ETFs.
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.