We are Confluence
Empowering Knowledge.
We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control.
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Over 1000 clients use our services and solutions
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Servicing clients in 40 countries worldwide
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The top 10 asset managers rely on our solutions
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The top 10 service providers rely on our solutions
What We Do
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
- Performance & Analytics
- Risk
- Data Technology & Services
- Regulatory
- Investor Communications
Performance & Analytics
Performance, attribution and composites
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Risk
Multi-asset risk management and analytics
As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements.
Data Technology & Services
Integrated data management and processing
As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.
Regulatory
Regulatory risk, compliance and reporting
Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
Investor Communications
Reporting, disclosures and fact sheets
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
Performance & Analytics
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Risk
As the demand for transparency continues to grow when it comes to clients and regulators looking for oversight with regards to financial and operational risk, a sophisticated and comprehensive risk solution is essential to mitigate risk and meet regulatory criteria.
Data Technology & Services
As the amount of data within the investment management industry continues to increase, and there is increasing demand from clients and regulator to provide detailed and granular analysis, we help you transform your raw data into meaningful and insightful solutions to complex data challenges.
Regulatory
Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
Investor Communications
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
Who we work with
Clients and industries
What we are doing
Latest News
In the News: ESG Clarity: Time to place ESG ‘underperformance’ in context
Newton’s Third Law of Motion states that for every action there is an equal and opposite reaction. Investing in investments that have sustainability criteria has accelerated in the past decade ...
Communication of the Anniversary of CSS and Investment Metrics Acquisitions
Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve the needs of their clients.
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In the News: Professional Adviser: Firms urged to engage with ‘huge opportunity’ PRIIPs consultation
On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs) regulation as a “matter of priority”...
In the News: Professional Adviser: Greenwashing — the key differences between FCA and EU regulation
Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based funds and portfolio managers.
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In the News: Investment Week: FCA and EU greenwashing regulations: Key differences
Last month the Financial Conduct Authority (FCA) proposed a new set of rules to clamp down on greenwashing by UK-based funds and portfolio managers.
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In the news: A-Team Insight: Liquidity Risk Spotlight: Increased Regulatory Scrutiny is Our Biggest Threat
Inflation and interest rate spikes, the likes of which we haven’t seen in a generation, can cause serious market dislocations and liquidity crunches.
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In the news: Citywire: ‘This is what SFDR should have done’: Investors back UK regulator’s greenwashing rules
Just as investors thought they had their heads around European green funds rules, the UK’s FCA has revealed the proposals for its own sustainability disclosure regime.
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In the news: Money Marketing: ESG becomes a political battleground in the US
Enthusiasm for ESG in the US is markedly less than in Europe, with certain states dismissive of ‘whimsical notions of a utopian tomorrow’.
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In the news: Thomson Reuters: ESG reporting for financial institutions: What is in store for 2023?
As world leaders gather for the United Nations Framework Convention on Climate Change’s (UNFCCC) annual conference — this year COP27, held in Egypt from November 6-18 with about 100 heads o...
Confluence’s Composites Solution Chosen by Madison Investments
Confluence, a global technology solutions provider, signed a multi-year contract with Madison Investments (“Madison”).
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In the News: Markets Media: ESG Strategy: Think Regulation, Data, and Budget
In the absence of ESG regulations, investment managers have latitude to define relevant ESG factors when marketing their strategies.
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ICE and Confluence to Offer Integrated ESG Solution for Enhanced SFDR Compliance Reporting
Intercontinental Exchange, Inc and Confluence today announced that Confluence will leverage ICE’s Environmental, Social and Governance (ESG) data as part of its ESG Sustainable Finance Disclosure...