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 & Resources
Behind the Curtain – SEC’s Risk-Based Approach to Examinations
The SEC Division of Examinations (“EXAMS”) issued a Risk Alert describing EXAMS’ risk-based approach for selecting registered investment advisers to examine and determining the scope of exami...
Press Release: Announcing Liability Reporting in the Portfolio Analytics and Reporting (PARis) product
investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution.
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In the News Post: Standard Disclosures Make Compliance Easier: Confluence
Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer of Confluence.
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In the News: Ignites: Eating Their Own Cooking? More PM Data Should Be Public
This article focuses on the level of detail required in open-end vs. closed-end fund reporting. Scott Treacy, research consultant…
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Takeaways from the SEC’s New Private Fund Adviser Rules – Build and Plan for Successful Implementation
The private fund regulatory landscape just got more complex with the August 23 SEC adoption of these long-awaited private fund rules, which were first proposed 18 months ago in the face of industry...
August 2023 Factor Performance Analysis
In August, global public equities fell by about 4.3% as measured by the MSCI ACWI, but are still up over 10% this year.
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Composites Insights Series: SEC Marketing Rule: How does it affect composites?
The SEC Marketing Rule presents many opportunities for firms to streamline performance and composite reporting.
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In the News: FT Adviser: ‘The balance between regulatory oversight and free enterprise has tipped towards regulation’
Greg Hotaling, Regulatory Compliance Manager at Confluence, provides insights and actions as firms look to build their “regulatory house”.
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Cyclicals vs. Defensives in Rising Interest Rates
The macroeconomic backdrop holds a paramount influence on driving growth and value factor performances. Among these, interest rates…
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