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.
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.
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.
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.
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.
ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks.
Confluence leverages its success by extending tailored solutions to private funds, addressing evolving regulations like the Private Fund Rule, enhancing compliance effectively.
Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.
The process of determining the value of a portfolio, company, investment, or balance sheet item.
