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 400 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
Confluence Announces ESG Collaboration with S&P Global Trucost
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider, today announced it has collaborated with Trucost, a leader in carbon and environmental data and risk analys...
Confluence Announces Partnership with Fund Service Provider, FundHero
Confluence Technologies, Inc. (“Confluence”) today announced it has secured a multi-year agreement with FundHero S.A. (“FundHero”), a Luxembourg-based fund service company, that will combin...
Confluence, backed by Clearlake Capital and TA Associates, to acquire Compliance Solutions Strategies (CSS), a global provider of cloud-based RegTech solutions
Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Compliance Solutions Strategies (“CSS”), a global RegTech company that enables financial services ...
Confluence, backed by Clearlake Capital and TA Associates, to acquire Investment Metrics for $500m
Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Investment Metrics for US$500 million. Investment Metrics is a global provider of investment data, per...
Confluence Delivers Market-leading 18f-4 Derivatives Monitoring Solution to Large Midwest Insurance and Multi-Strategy Investment Firm
Confluence Technologies, Inc. (“Confluence”) today announced it has expanded its partnership with a large Midwest insurance and multi-strategy investment firm that will utilize Confluence’s c...
Confluence wins Best Risk Management Solution at 2021 HFM European Technology Awards
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, has won the award for B...
Clearlake Capital to Acquire Confluence from TA Associates
New Investment from Clearlake will Accelerate Growth and Enable Confluence to Continue Providing Innovative Software and Data Solutions to the Global Investment Management Industry
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Confluence wins “Best Performance Measurement System” at 2021 FTF News Technology Innovation Awards
Pittsburgh, PA, June 7, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data ch...
Confluence and J.P. Morgan Expand Partnership, Integrating Additional Asset Coverage into Delta Risk and Performance Platform
Pittsburgh, PA, April 4, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry...
Futuregrowth Asset Management Expands Strategic Relationship with Confluence
Pittsburgh, PA, April 20, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment da...
Confluence Reaches Agreement in Principle to Acquire Fundpeak, Global Provider of Fund Portals and Factsheets
Pittsburgh, PA, April 15, 2021 – Confluence Technologies, a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announc...
Confluence’s Risk & Performance Platform Chosen by Large Switzerland-based Pension Fund
Pittsburgh, PA, April 13, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data ...