Solutions

Private Fund Reporting Platform

Confluence leverages its proven global regulatory solution to address the Private Fund Rule and other evolving regulations, enhancing compliance effectively.

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.

Confluence tchnology screenshot on Laptop

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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 are doing

Latest News & Resources

January 2024 Factor Performance Analysis

January 2024 Factor Performance Analysis

2023 Factor Performance Analysis US Growth stands out amongst global Value and YieldJanuary 12th, 2024Among substantial challenges, including rising geopolitical tensions in Ukraine and Israel and persistent inflationary pressures on the global economy, the third...

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Factors and Falling Interest Rates Article

Factors and Falling Interest Rates Article

Factors and Falling Interest RatesOn December 15th, the Federal Reserve delivered a significant announcement, suggesting possible federal funds rate cuts in 2024. This revelation triggered a ripple effect across global equities, leading to an “everything” rally near...

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Who we work with

Clients and industries

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.

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