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Investor Communications

Confluence clients around the globe rely on our investor communications solutions to automate content creation for a broad set of investor-facing regulatory disclosures and marketing documents such as annual reports, semi-annual reports, management reports of fund performance (Canada), Form N-Q, prospectus and fund fact sheets. For many of these reports, automated publishing is available in either one or multiple languages.

Automation of these critical documents enables our clients to improve efficiency, speed and scalability in a controlled environment that supports a global operating model. We have solutions that support the operational models of both asset managers who produce their own financial reports in-house and for third-party administrators who are responsible for producing all financial reporting across their client base.

For more information about Confluence products, call +1 412.802.8632 or contact us.