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      • Performance & Analytics
         Performance, attribution and composites

          • Performance & Analytics

            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.

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            • Performance Measurement
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            • GIPS Compliance
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            • Attribution
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            • Style Factor Analysis
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            • Manager Research
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            • Reporting
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            • Hosted Portfolio Management
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            • Fund Performance
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            • Institutional Plan Analytics & Reporting
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            • Institutional Plan Data Insights
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      • Risk
         Multi-asset risk management and analytics

          • Risk

            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.

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            • Multi-Asset Risk
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            • Risk Analytics
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      • Data Technology & Services
         Integrated data management and processing

          • Data Technology & Services

            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.

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            • Investment Data Warehouse
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            • Data Transformation
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            • Complex Asset Pricing
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            • Pricing and Valuation Services
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            • ESG Indices and Benchmarks
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            • Custom Reporting Solution
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            • Index Benchmark Services
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      • Regulatory
         Regulatory risk, compliance and reporting

          • Regulatory

            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.

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            • Regulatory Compliance
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            • PRIIPs KID
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            • Fund Reporting
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            • Transaction Reporting
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            • Post-Trade Compliance
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            • Regulatory Reporting
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            • Investment Monitoring
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            • Compliance Management
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      • Investor Communications
         Reporting, disclosures and fact sheets

          • Investor Communications

            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.

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            • Financial Reporting
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            • Prospectus
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            • Tailored Shareholder Reporting
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            • Fact Sheets
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            • Fund Expense Management
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      • ESG Solutions

          • ESG Solutions

            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.

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      • Private Fund Reporting Platform
         Tailored solutions for private funds

          • Private Fund Reporting Platform

            Confluence leverages its success by extending tailored solutions to private funds, addressing evolving regulations like the Private Fund Rule, enhancing compliance effectively.

            Learn more about our Private Fund Reporting Platform
      • Confluence Rex

          • Confluence Rex

            Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.

            Learn more about Confluence Rex
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