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: Callaway Climate Insights: The great ESG fund cull of 2023 is upon us
The latest Institutional Net Flows report from Investment Metrics, a Confluence company, is featured in a new piece on Callaway Climate Insights
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In the News: Wealth Briefing: Developments In Private Bank RegTech
Tom Pfister, Confluence’s Managing Director of Compliance, Regulatory and Reporting, speaks with Chris Hamblin, WealthBriefing…
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In the News: Institutional Investor: This Factor Made a Roaring Comeback in 2023
The latest Factor Performance report from Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, which details how highly volatile stocks made a sharp c...
Confluence and FundGuard partner to streamline fund reporting
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience.
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In the News: The Banker: The Silicon Valley Bank collapse and Credit Suisse’s last minute lifeline
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker.
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In the News: Traders Magazine: SEC’s ESG Proposals Could Push Data Spending
Matt Calabro, Confluence’s Executive Director – Compliance Services, is featured in a new article from Traders Magazine…
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In the News: Investment Week: The importance of effectively integrating ESG
Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the importance of effectively integrating ESG into firm...
In the News: Pension and Investments: Percentage of female-led actively managed portfolios remained stagnant in 2022, study says
The latest article from Investment Metrics, a Confluence company, on women portfolio managers and their underrepresentation in the industry is the focus of a write up from Pension and Investments&#...
In the News: Wealth Professional: Active management fees continue to drop after underwhelming 2022
The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Wealth Professional, which details how post-negotiated fees for active managers decr...
In the News: Institutional Investor: As Active Funds Struggle to Outperform, Fee Declines Get Worse
The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Institutional Investor, which provides commentary on the report, details how manager...
In the News: Defined Benefit Plans Posted Worst Performance Since 2008 Crisis Last Year
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, is the focus of a new article from Plan Sponsor, which offers insight into defined b...
In the News: Chief Investment Officer: Largest Corporate Plans Hit Highest Funded Status Since 2007, Despite 2022 Investment Losses
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, has been featured in a new article from Chief Investment Officer, which details how ...