Investment Monitoring & Shareholder Disclosures

Stay ahead of global regulatory changes with shareholder disclosures

Learn how

Automate shareholder disclosures and simplify monitoring sensitive industries and position limits to stay ahead of regulatory demands across global jurisdictions, reducing risk and optimizing operational efficiency.

Confluence offers a proven platform for traditional and alternative investment funds with aosphere shareholder data and regulatory guidance expertise for a comprehensive global investment monitoring and shareholder disclosure solution.

100+

Jurisdictions where investment monitoring is provided.

1000+

Firms in 40 countries are our clients.

~60

Exchanges where Position limits are monitored.

Benefits to clients

Asset Managers

Gain unparalleled investment monitoring and regulatory expertise with the most comprehensive set of legal data from aosphere. Keep abreast of shareholding and voting disclosures, sensitive industries, and position limits regulations via a single robust platform.

Asset Service Providers

Get near real-time updates and alerts on position limits and sensitive industries, reducing risk and optimizing operational efficiency.

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Monitor investments and deliver shareholder disclosures across global jurisdictions

Find out how we can help you automate investment monitoring and simplify shareholder disclosures with our unique combination of in-house regulatory expertise and industry legal data from aosphere.

Schedule a demo.