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: Institutional Investor: Investors Flock to Active Managers
The latest Asset Gainers analysis from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor…
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In the News: Portfolio Adviser: Is the dominance of growth stocks a case of style over substance?
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-c...
In the News: Institutional Investor: Small-Caps Have Priced in a Potential Recession
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-c...
In the News: PlanSponsor: DB Plans Report High Returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans...
In the News: InvestmentNews: SEC steps up intensity of cybersecurity oversight
EJ Yerzak highlights the importance of cybersecurity in the financial industry and the SEC’s efforts to enhance oversight in this area.
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In the News: Traders Magazine: Industry Insights: Preparing for the SEC’s Climate Proposals
Greg Hotaling, Confluence’s Regulatory Compliance Manager, offers his insights into the U.N.’s IPCC Assessment Report, produced in March.
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In the News: Fund’s Europe
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equiti...
In the News: FundFire: Acera Sets Timeline for International Equities Revamp, Manager Terminations
The latest Factor Performance Report from Investment Metrics, a Confluence company, is featured in a new article from FundFire, covering Acera’s recent restructuring of their international equiti...
Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors
Confluence Technologies, Inc. (“Confluence”), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan ...
In the News: Institutional Asset Manager: Investment Metrics reports strong investor preference for ESG products
The latest Institutional Net Flows Report from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Asset Manager
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In the News: Raconteur: Credit Suisse and SVB crises spur firms to rethink their approach to risk
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics is featured in a new article from Raconteur
...Old Mutual Multi-Managers Adopts Confluence’s Analytics Solutions
Confluence, today announces the completion of Old Mutual Multi-Managers’ conversion to its cloud-based Revolution Performance solution
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