Investment consultants

Provide insights that drive returns

Streamline plan analysis with data aggregation, robust analytics and straight-through reporting.

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10/10

Ten of the top 10 investment consultants rely on Confluence solutions

11T+

In assets processed for performance and risk insights

27K+

Funds analyzed for factors and ESG exposures

Discover why 10 of the top 10 investment consultants choose Confluence, the industry-leading solution for actionable insights for their clients.

Streamline plan analysis

Quickly uncover actionable insights from robust analytics that accurately measure performance, attribution, risk and liabilities for all institutional plan types across asset classes —all in one platform.
Deliver straight-through reporting

Gain efficiency and accuracy in delivering actionable insights into your institutional plans for your asset owner clients.
Obtain competitive insights

Tap into the largest tax-exempt plan sponsor peer-group dataset for peer benchmarking, uncovering insights into asset allocation, performance and risk.
Make better manager decisions

Improve your understanding of the factors that drive plan and asset class performance. See the factor exposures of any portfolio, quickly compare a fund to its peers, identify competing or complementary funds, and create a manager short list.
Achieve competitive advantages with our services

Maximize value and return on investment when you tap into our expert services to manage day-to-day reporting needs or to consult on, implement and support solutions with industry best practices.