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Simplifying the Last Mile of GIPS® Reporting

Expect It.

Regulatory, Analytics & Investor Communications Solutions

For the investment management industry.

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1,000+

Over 1,000 firms use our services & solutions.

40+

Servicing firms in 40 countries worldwide.

30+

Years of experience in the industry.

Who we serve

The world’s largest asset servicers, asset managers, asset owners and investment consultants rely on Confluence Technologies.

Discover how we empower their businesses with proven solutions that transform data into actionable insights to streamline workflows, achieve better investment outcomes and confidently navigate regulatory compliance.

Our solutions

Industry-leading Confluence solutions add efficiency, instill confidence, and make it easy to be right.

Regulatory Reporting

Gain accuracy and flexibility across the global regulatory reporting lifecycle, from data collection and enrichment, through fund, transaction and ESG reporting, to document and template production, filing and more.

Investor Communications

Choose the solutions that set the standard for client reporting. Streamline institutional, retail fund, and portfolio reporting and tailored shareholder reports—and produce compelling, visual marketing documents.

Analytics

Take the complexity out of managing sophisticated, multi-asset portfolios. Uncover essential, timely insight into factor analysis, risk, institutional plans, composites, GIPS and ESG.

Data Services

Enhance market data management and operational efficiency with reliable, high-quality financial data, asset pricing and index benchmarks crucial for strategic decision-making.

Latest news & resources

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Learn why industry leaders rely on Confluence to unlock opportunities and drive growth.