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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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Trusted by 9 out of the top 10 asset managers

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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

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