Press Release: Confluence Unveils Next-Gen Regulatory Reporting Solution

The new Omnia platform delivers best-of-breed flexibility, scalability, and speed for global regulatory and filing requirements.

Pittsburgh, PA, June 26, 2024 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund administrators of all sizes, Omnia automates data integration, filing preparation and review – configured to the end user’s workflow and task management preferences – for an optimal user experience.

As regulatory demands continue to rise, filing accuracy, integrating disparate data, and adapting to regulatory changes are increasingly challenging. Omnia helps to solve this problem by delivering the flexibility, improved accuracy, and speed that firms need to execute regulatory reporting and filing in a timely manner across over 40 jurisdictions in North America, Europe, and Asia Pacific. Omnia’s cloud-based delivery brings scalability, reliability, and agile deployment of new or updated forms, enabling users to keep up with regulatory changes.

Tom Pfister, Managing Director of Compliance, Regulatory & Reporting, said

“Omnia is built on the foundation of our flagship regulatory reporting solutions. We have transformed our platform, preserving data preparation and integration as a core strength while engineering a significantly enhanced user experience with configurable views and integrated workflow capabilities.”

Recent industry research projects that fund managers will significantly increase outsourcing over the next 12-24 months to manage a growing wave of regulatory complexity. To meet this emerging need, Confluence offers Regulatory Reporting Managed Services for its Omnia platform to deliver source data integration, filing preparation, and filing review – removing this heavy lift so that clients’ compliance staff can focus on other value-added tasks.

For more information about Confluence, please visit

About Confluence

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700 employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit

Confluence Media Contact:

Vanja Lakic
[email protected]
+1 (917) 660-8527