Recognition reflects Confluence’s continued leadership in automating complex regulatory workflows for global asset managers

Pittsburgh, PA, October 27, 2025 – Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been recognized by Chartis Research as a Category Leader in its Regulatory Reporting Solutions 2025 report.

Chartis recognized Confluence for the breadth and scalability of its Alternative Funds Reporting Platform featuring Omnia, which enables asset managers and fund administrators to meet global regulatory requirements efficiently across private and public funds. The report cites Omnia’s flexibility across the full reporting lifecycle – from complex data integration to dynamic filing views and workflow management – as a key differentiator.

“Confluence’s Category Leader placing in Chartis’ 2025 Regulatory Reporting quadrant is for its Alternative Funds Reporting Platform featuring Omnia, a consistent and scalable solution that enables firms to address their global buy-side regulatory reporting requirements for private and public funds. Confluence’s solution offers flexibility across the entire reporting lifecycle, from automating complex data integration to enabling dynamic filing views and workflow management, while its managed services model strengthens and complements Confluence’s overall business strategy.”

said Anish Shah, Research Director at Chartis.

“This recognition underscores our commitment to helping clients simplify the complexity of regulatory reporting while maintaining accuracy, transparency, and control. Omnia continues to evolve as a trusted foundation for firms navigating a rapidly changing regulatory environment. We’re proud to be recognized for both the depth of our technology and the demonstrable value it brings to clients.”

said Kathleen Keenan, Chief Product Officer at Confluence.

Chartis’ report is part of its broader RiskTech Quadrant series, evaluating technology vendors based on the completeness of their offerings and market potential. This edition features providers that enable financial institutions to meet global regulatory obligations through advanced data management, analytics, and automation.

As a Category Leader, Confluence was recognized for:

• Comprehensive lifecycle coverage across data aggregation, calculation, reporting, and submission
• Scalable, cloud-enabled architecture designed for flexibility and performance
• Integration of regulatory intelligence and monitoring capabilities to stay ahead of evolving rules
• Proven client impact through improved reporting accuracy, reduced compliance costs, and faster time to report

For more information about the Regulatory Reporting Solutions 2025 report, visit the Chartis website.