News
New SEC filing deadline met by Confluence clients
Jun 4, 2019 – Asset Servicing Times
Confluence Clients Successfully Meet First Form N-PORT Filing Deadline
May 31, 2019 – Financial Buzz
Pivoting from optimisation to automation
May 15, 2019 – Asset Servicing Times
Service providers feel the heat of asset manager cutbacks
Admins, custodians feeling the heat of asset manager cutbacks as firms rush to implement costly tech and expand into new asset classes
Apr 12, 2019 – Fund Intelligence
Confluence appoints Joe Bree
Mar 27, 2019 – Asset Servicing Times
Confluence appoints Joe Bree as senior accounts' exec
Mar 27, 2019 – Finextra
Confluence hires FIS veteran to lead software engineering
Mar 13, 2019 – HFM Technology
Confluence appoints Jory Wheeler as SVP of engineering
Mar 12, 2019 – Finextra
Confluence Readies Clients for First Form N-PORT Filings in April 2019
Mar 6, 2019 – Traders Magazine Online News
Confluence takes on Luxembourg reporting challenge
Mar 5, 2019 – Finextra
TRADING UP: BTIG Names New President, COO
Mar 4, 2019 – Markets Media
Confluence offers Form CPO-PQR reporting capability
Jan 23, 2019 – Finextra
Confluence appoints Domenic Ionadi VP, North America business development
Jan 15, 2019 – Finextra
Confluence Promotes Ionadi to BizDev VP Role
Ionadi will be responsible for overseeing North American business development.
Jan 15, 2019 – WatersTechnology
In this year’s Fintech Finance 40, who you know matters: Deal making is at a fever pitch, fueled above all else by interpersonal relationships.
Nov 13, 2018 – Institutional Investor
Real Progress on Diversity Is Uncomfortable, Critical: Execs
“We have to get comfortable with being uncomfortable,” said Gary Casagrande, VP of Global Market Strategy at Confluence
Oct 22, 2018 – Ignites - A Financial Times Service
Citi Fund Services Wins 2018 NICSA NOVA Award for ‘Operational Excellence’
Citi’s N-Port Solution chosen a winner
Oct 11, 2018 – YAHOO! Finance
Confluence Readies the Vast Majority of ’40 Act Funds for SEC’s Forms N-PORT and N-CEN Filing Requirements
Sep 19, 2018
SEC modernization rule’s impact on the back office
Back-office automation is moving beyond compliance
Aug 2, 2018 – Fund Operations
Ultimus plans to layer machine learning with bot tech
Fund admin is building out its proprietary software to improve automation, data efficiency
Jul 3, 2018 – Fund Operations
Back Offices Migrate to ‘Data First’ Architecture
Jun 11, 2018 – Markets Media
SEC approves paperless fund reports
After years-long debate, the SEC takes steps to modernize the shareholder experience
Jun 7, 2018 – Fund Operations
Tech firms attempt to repurpose filing data
Jun 6, 2018 – Fund Operations
To Do: A Data Modernization Compliance Checklist
Jun 4, 2018 – Ignites
Shops in Thick of Vetting Vendors’ Liquidity Bucketing
May 17, 2018 – Ignites
Citi has been working with MSCI and Confluence to get its clients ready for the regulator's new mutual fund regulations
Apr 30, 2018 – FTF
Citi Establishes Service to Support New SEC Regulations for Mutual Funds
Apr 23, 2018 – Business Wire
TA Associates invests in Confluence
Mar 15, 2018 – Asset Servicing Times
TA Associates picks up majority share of software provider Confluence
Mar 15, 2018 – Mergers & Acquisitions
Confluence and ICE Data Services help firms meet SEC Modernisation reporting requirements
Feb 21, 2018 – Institutional Asset Manager
Confluence and ICE Data Services to Help Firms Meet SEC Modernization Reporting Requirements
Feb 20, 2018
MSCI and Confluence Help Investors Streamline SEC N-PORT Regulatory Reporting Requirements
Jan 29, 2018 – Business Wire
What asset managers can learn from other regions’ regulatory changes
Dec 19, 2017 – Investment Europe
Confluence Wins “Best Use of the Agile Methodology” at 2017 American Financial Technology Awards
Dec 12, 2017
American Financial Technology Awards 2017—All the Winners
Best use of the Agile methodology — Confluence
Dec 5, 2017 – WatersTechnology
Asset managers concerned about reliance on manual processes, says Confluence
Nov 15, 2017 – Asset Servicing Times
Majority of AMs to change operating model in 24 months
Nov 15, 2017 – Investment Europe
Over 80 per cent of asset managers predict fundamental changes to operating models in the next two years
Nov 15, 2017 – HedgeWeek
Regs and Tech Drive Asset Managers’ Back-Office Transformation
Four in five managers foresee major change to their operating models within two years
Nov 15, 2017 – ThinkAdvisor
Moving to a digital back office
Nov 4, 2017 – Clear Path Analysis
Confluence Promotes Moyer to COO
Todd Moyer will lead operational excellence and revenue growth for Pittsburgh-based Confluence.
Oct 3, 2017 – WatersTechnology
Ditching the status quo
Sep 19, 2017 – AlphaQ
If Amazon can do it
Financial services firms that take heed of technology will be the ones that come out on top, says Tom Pfister of Confluence
Sep 6, 2017 – Asset Servicing Times
Rewriting the regtech roadmap
Aug 23, 2017 – Asset Servicing Times
Confluence seeks to automate regulatory reporting complexity
Aug 2, 2017 – hedgeweek
Five Questions on the SEC’s Reporting Modernization and Liquidity Rules
Apr 24, 2017 – Brown Brothers Harriman - On The Regs: a BBH Blog
Top 5 Pittsburgh Companies Over 200 Employees
Apr 3, 2017 – Imagine Careers
Why is RegTech a must-have for asset managers?
Feb 14, 2017 – IT Pro Portal
Compliance: from Bottom of the Pecking Order to the C-Suite
Dec 12, 2016 – FinTech Finance
Transparency Drives Tighter Reporting Windows
New regulations are forcing asset managers to improve their reporting nimbleness,
Nov 21, 2016 – Markets Media
Confluence Named one of the Best Places to Work in Western Pennsylvania by Pittsburgh Business Times
Nov 15, 2016
Confluence Awarded ‘Best use of the Agile Methodology by a Technology Vendor’ by Waters Technology
Nov 10, 2016
SEC Adopts Rules to Modernize Information Reported by Funds, Require Liquidity Risk Management Programs, and Permit Swing Pricing
Rules Enhance Investor Protection, Provide More Effective Data Collection by Commission
Oct 17, 2016 – U.S. Securities and Exchange Commission
Confluence Committed to Helping Fund Industry Meet The SEC’s Newly Adopted Investment Company Reporting Modernization
Oct 14, 2016
Addressing the Challenges of Regulation and Data Management
An Interview with Todd Moyer, Executive VP for Global Business Development, and Tom Pfister, Global Head of Regulatory Reporting Solutions
Aug 31, 2016 – Asset Services Times
A Provisional Green Light: Supervisors and Regtech
Regulators are looking to finally catch up with financial innovation, helping facilitate a future framework.
Aug 12, 2016 – Finance Magnates
Expert View: There Are No Quick Fixes for Operating Model Repairs
Aug 1, 2016 – Money Management Executive
Confluence pleased to be a Special Guest Contributor for Preqin Hedge Fund Quarterly Update
Jul 25, 2016 – The Preqin Quarterly Update - Q2-2016
Data Revolution Spurring Innovation at Confluence
May 24, 2016 – Pittsburgh Post-Gazette
Confluence to Move Global Headquarters to Nova Place
Apr 22, 2016 – Pittsburgh Business Times
Confluence Signs Lease For New Global Headquarters
Apr 18, 2016 –
Confluence nominated ‘Best Performance Measurement and Attribution System’ for the upcoming FTF News Technology Innovation Awards 2016
Mar 10, 2016 – Bobsguide
The Art and Science of Data Curation - By Mark Evans, Confluence
Mar 4, 2016 – Markets Media
Regs in 2016 to Require Additional Investment in Time and Money
Please note that Money Management Executive articles are secured behind a paywall
Jan 27, 2016 – Money Management Executive
Confluence grabs Casagrande for new role
Jan 21, 2016 – Asset Servicing Times
Confluence Appoints Casagrande as Global Head of Investor Communications & Expense Solutions
Jan 20, 2016
Confluence Appoints Casagrande as Global Head of Investor Communications & Expense Solutions
Jan 20, 2016 – Business Wire
Outlook 2016: Todd Moyer, Confluence
Jan 5, 2016 – Markets Media
Asset Management Industry on the Verge of Data Management Revolution in 2016
Dec 14, 2015 – Business Wire
The Shifting Focus in Performance Measurement: Putting Client Needs First
Nov 17, 2015 – Markets Media
Confluence launches Unity Performance & Analytics globally
Oct 28, 2015 – Automated Trader
Confluence Launches Unity® Performance & Analytics Globally
New Offering Provides the Asset Management Industry with Robust Performance and Attribution Calculation and Risk Analytics to Mutual Funds and Institutional Portfolios
Oct 28, 2015 – Business Wire
Confluence Releases Unity Performance and Analytics Solution Globally, Looks to Expand Market Reach
Please note that Waters Technology articles are secured behind a paywall
Oct 28, 2015 – Waters Technology
Proposed SEC Enhanced Data Rule Causing Industry Angst
Oct 13, 2015 – Markets Media
Russell Investments, Confluence weigh challenges of complying with systemic risk regs
Oct 1, 2015 – Fierce Finance IT
Asset Servicing Times - Interview with Nicola Le Brocq
Sep 24, 2015 – Asset Servicing Times
The Sun Never Sets
Mark Evans Talks About Growing Confluence’s Global Presence
Sep 24, 2015 – Pittsburgh Technology Council
Confluence Survey Reveals Operational Impact of the SEC's Reporting Modernization Rule Proposal
Sep 15, 2015 – Business Wire
More Than 1,000 Bicycle Friendly Businesses Across the USA
Large tech companies, government agencies and more recognizing benefits of bicycling
Aug 26, 2015 – League of American Bicyclists
Pittsburgh Technology Council Shortlists Confluence for Annual Tech 50 Awards
Confluence Recognized for Establishing Exceptional Workplace Culture
Aug 12, 2015 – business wire
Confluence Fortifies Its European Expansion with New Addition to its London Performance Analytics Team
Aug 11, 2015
Confluence Hires Kiss For Performance Analytics Role
Aug 11, 2015 – FIN alternatives
Pittsburgh Tech Council announces Tech 50 finalists
Aug 10, 2015 – Pittsburgh Post Gazette
Regulations put pressure on traditional buy-side operating model
Jul 30, 2015 – Wall Street Letter
Confluence Technologies Employees Roll Deep in the National Bike Challenge
Jul 27, 2015 – BikePGH
Cancer claims Confluence chief legal officer
Jul 13, 2015 – Pittsburgh Business Times
Regulations Bring New Reporting Challenges
Jun 22, 2015 – Markets Media
SEC Proposed Rule to Modernize, Extend Systemic Risk Reporting for Mutual Funds
Please note that Waters Technology articles are secured behind a paywall
Jun 1, 2015 – Waters Technology
New Mutual Fund Reporting Rules: New Operational Angst
May 29, 2015 – finops report
Funds Face New Reporting Challenges
May 27, 2015 – Markets Media
SEC Data Push Ramps Up SIFI Concerns
Please note that Fund Fire articles are secured behind a paywall
May 27, 2015 – Fund Fire
Proposed rules for asset management reporting a mixed bag for industry
May 26, 2015 – Fierce Finance IT
Confluence Adds Institutional Coverage to Unity Performance Suite
Apr 13, 2015 – Waters Technology
Confluence adds two to London office
Mar 23, 2015 – Institutional Asset Manager
Confluence appoints duo to London office
Mar 23, 2015 – Asset Servicing Times
Confluence Continues European Expansion, Hires Two
Mar 23, 2015 – Waters Technology
Confluence Fortifies Its European Strategic Focus with Two New Additions to its London office
Mar 23, 2015
Confluence Tackles Prospectus Automation with Latest Unity Addition
Please note that Waters Technology articles are secured behind a paywall
Mar 20, 2015 – Waters Technology
Automating the Prospectus
Mar 16, 2015 – Markets Media
First Major AIFMD Deadline Passed with Some Hiccups
Feb 24, 2015 – Fierce Finance IT
Confluence makes move to boost European operations
Feb 20, 2015 – Pittsburgh Business Times
Asset Managers Set Sights on Defragmenting Back-Office Data
Jan 8, 2015 – Wall Street & Technology
2015: Top Ops Goals for Surviving the Regulatory Crush
Jan 5, 2015 – FinOps Report
Buy Side to Tackle Issues in ’15
Dec 29, 2014 – Markets Media
Regulation and Technology: How the Funds Industry Needs to Adapt, and Soon
Pages 12-13
Dec 11, 2014 – Wealth & Finance International
Focus on Defragmentation to Shape the Asset Management Back Office in 2015
Dec 9, 2014 – Business Wire
Focus on Defragmentation to Shape the Asset Management Back Office in 2015
Dec 9, 2014 – Yahoo News
Confluence Acquires Belgium Data Company
Dec 1, 2014 – Pittsburgh Business Times
Confluence Acquires Fund Analytics Expert Orfival
Please note that Bobsguide articles are secured behind a paywall
Dec 1, 2014 – Bobsguide
Confluence Acquires Risk Analytics Provider Orfival
Dec 1, 2014 – Waters Technology
Confluence Adds Orfival to Analytics Family
Dec 1, 2014 – Asset Servicing Times
Confluence Buys Belgian Data Firm, Orfival
Dec 1, 2014 – Funds Europe
Data Specialist Confluence Buys Belgium's Orfival
Dec 1, 2014 – FIN Alternatives
New Risk Reporting Demands Contribute to Growing Concern over Manual Back-Office Processes
Nov 6, 2014 – Fierce Finance IT
Confluence comes to Mitsubishi UFJ AIFMD aid
Oct 29, 2014 – ISS-Mag.com
Regulatory Reporting: It’s All About the Process
Please note that FinOps articles are secured behind a pay wall.
Oct 29, 2014 – FinOps Report
Survey Shows an Urgency to Automate the Back Office
Oct 29, 2014 – Information Week: Wall Street & Technology
Managers Concerned Over Manual Reporting Processes
Please note that HFM Technology articles are secured behind a pay wall.
Oct 28, 2014 – HFM Technology
Survey reveals concern over manual operations
Oct 28, 2014 – Asset Servicing Times
Asset Managers and Admins See Urgency for Automation, Finds Confluence
Please note that Global Custodian articles are secured behind a pay wall.
Oct 27, 2014 – Global Custodian
Confluence Survey Reveals Growing Concern Over Risks Associated With Manual Processes In The Asset Management Back-Office
Oct 27, 2014 – Business Wire
Survey: Asset Managers Turning to Back Office in Automation Push
Please note that Waters; Buy-Side Technology articles are secured behind a pay wall.
Oct 27, 2014 – Waters Technology
Confluence and Fundsquare Work on AIFMD Reporting Tool
Oct 17, 2014 – FTSE Global Markets
HFMWeek Shortlists Confluence for Most Innovative Technology Provider, Best Technology Firm for Client Service
Oct 9, 2014 – Business Wire
Confluence appoints Irfan Salim to board of directors
Oct 6, 2014 – Hedgeweek
SEC Vote Is Drama for the Masses, With No Happily Ever After
Aug 25, 2014 – Information Week: Wall Street & Technology
Hedge Fund Readiness for AIFMD Is Lacking as Deadline Approaches
Jul 18, 2014 – WallStreet & Technology
From AIFMD to Fatca: Regulatory Agenda Still Weighs on Industry
Jul 16, 2014 – Hedge Fund Alert
Countdown to AIFMD: Addressing the New Risk Management Landscape
Jul 15, 2014 – FinOps Report
Confluence Promotes Todd Moyer to Executive Vice President
Expands North American Sales Management Team
May 6, 2014
Fund Managers Still Concerned About AIFMD Reporting, says Confluence
Apr 1, 2014 – Hedgeweek
AIFMD Presents Tough Choices
Mar 26, 2014
Confluence Appoints MD of Sales in London
Mar 18, 2014 – Hedgeweek
Enhance Group Selects Confluence for AIFMD Technology Solution
Feb 27, 2014 – Hedgeweek
Channel Islands-based investment reporting provider Enhance Group selects Confluence for AIFMD Technology Solution
Feb 26, 2014
Confluence Tool Reduces Shareholder Report Creation Time Up to 99%
Jan 17, 2014 – Global Custodian
Ireland's Upswing Could Benefit Western Pennsylvania Companies
Jan 17, 2014 – Trib Total Media
Confluence Releases Tech Solution to Tackle AIFMD
Jan 3, 2014 – The Hedge Fund Journal
Confluence Releases Technology-Enabled Solution to Tackle Complex AIFMD Reporting Challenge
Dec 10, 2013
4 Reasons SaaS will Revolutionize the Investment Industry Back Office
Nov 15, 2013 – SaaS In The Enterprise
Automatically Fair: Expense Processing Software for Regulating Funds Comes of Age
Sep 18, 2013 – paperJam
Confluence Expands Fund Regulatory Reporting With Data Agent Takeover
Sep 18, 2013 – GlobalCustody.net
Podcast: How to Open Your M&A Growth Chapter
Sep 18, 2013 – Middle Market Executive
Up in the Clouds
Sep 18, 2013 – Funds Europe
Confluence Acquires Alternative Investment Industry Data & Reporting Solutions Leader Data Agent
Sep 12, 2013
Fund Admin Survey: Lots of Worry; Little Action on Automating Ops
Sep 4, 2013 – globalcustody.net
The Build, Buy or Outsource Decision: Considering the Cloud
Aug 15, 2013 – Money Management Executive
Skip Smith, COO, featured in Middle Market Executive
Aug 14, 2013 – Middle Market Executive
Confluence Named Among Healthiest Employers in Western PA
Jun 14, 2013 – Pittsburgh Business Times
COO Skip Smith featured in June 2013 edition of TEQ, the Pittsburgh Technology Council's monthly magazine
Jun 12, 2013 – TEQ Magazine
Confluence Earns Certification Under Prestigious Service Capability & Performance (SCP) Standards
May 7, 2013 – The Wall Street Journal
What Is Next For Expense Processing?
Apr 29, 2013 – Money Management Executive
Confluence Appoints Executives to Chief Operating Officer and Chief Financial Officer Roles
Feb 5, 2013
Back Office Technology to Finally Come of Age
Jan 21, 2013 – Money Management Executive
Media Contacts
U.S. and European Media Contact
Michael C. Kingsley
Forefront Communications Group
+1 914.522.9471
michael@forefrontcomms.com
Confluence Media Contact
Arielle Lilley
Confluence
+1 412.697.4213
alilley@confluence.com