Category: Video
CCI product summary template overview
Lewis Davison from Confluence will take you through the key design principles and elements of our CCI product summary template.
Reg SP compliance countdown: key steps before June 3
Watch the March After the Alert with Doug Preveza.
Compliance services explainer video
Building or upgrading your compliance program? Confluence delivers confidence, continuity, and control.
Confluence alternative funds reporting platform: Product explainer
Automate reporting, simplify complexity and scale smarter with one solution for alternative funds.
Fall compliance cleanup: CE, S-ID, Reg S-P, and more
As we leave summer behind and enter into the latter part of the year, its important to keep an eye on continuing education requirements.
When it comes to AI agents, what are they and what is going to change?
AI, defines this next frontier in AI deployment, and what it means for future workflows.
Fall focus: Business continuity plans
This month's report highlights the benefits of business continuity plans.
From data to decisions: PARis in action
An integrated solution that aggregates, analyses and reports on investment portfolios.
Key compliance reminders: DOL rollover rule & fee billing accuracy
For this month’s alert, there were two key pieces that we wanted to point out and expand on as we feel could offer some additional insights and helpful tips for your practice.
An independent lens on your Fixed Income portfolio
View your portfolio through an impartial, third-party lens.
UK reference data for shareholder disclosures
Confluence Regs without borders series, with Aspasia Latsi - Regulatory Analyst at Confluence
Be prepared: Navigating AML, Regulation S-P, and more!
Discover how to tackle the latest regulations, including Anti-Money Laundering (AML) and Regulation S-P. Know compliance requirements and deadlines, protect your organization to mitigate risk, and streamline your processes.
Investment disclosure rules are changing. Are you ready?
Explore how global firms are navigating the complexity of shareholder, short selling, and position limit obligations — across 100+ jurisdictions.
Compliance reminders & vendor risk insights for July
Here’s a quick recap of what’s new and what need your attention this month. This month’s alert covers several key compliance areas.
Revolution: Product explainer
Execute multi-asset attribution analysis of risk and performance with Confluence Revolution.
Style Analytics: Product explainer
Industry-leading, visually compelling portfolio insights for the asset management industry.
Confluence Omnia: Product explainer
As the demand for regulatory transparency increases, a scalable and automated reporting solution is necessary to respond to rapid compliance change. Count on Confluence Omnia to help you better manage Form PF, AFIMD, MMFR, N-Port (18f-4) and other global regulations.
Shareholder disclosure and managed holdings
Key Global Insights from Aosphere’s Faye Sutherland
Confluence Omnia: Experience next-generation regulatory reporting
As the demand for regulatory transparency increases, a scalable and automated reporting solution is necessary to respond to rapid compliance change. Count on Confluence Omnia to help you better manage Form PF, AFIMD, MMFR, N-Port (18f-4) and other global regulations.
Global Data Services: Product explainer
In the heart of the financial district, where every second counts and every decision matters. Once company stands at the forefront of innovation.
Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF. What does this mean for all filers? Explore the complete video playlist below.
MSCI ESG module in Style Analytics: Product explainer
MSCI SDGs scores measure corporate sustainability, guiding responsible investments globally. Measure and compare a portfolio's sustainability against the benchmark using MSCI SDG scores. Guide responsible investments with look-through data on 10,000 securities.
Operationalizing the SEC’s new disclosure rules for shareholders video
The tool that we will be leveraging to handle both of the disclosure changes that are coming from the SEC.
