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Confluence Shortlisted in Three Categories for 2018 Mutual Fund Service and Technology Awards
Recognized for Best Technology/Infrastructure Initiative, Best Data Management Solution and Best Technology Provider Overall

October 4, 2018

Pittsburgh, PA, October 4, 2018 – Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, has been shortlisted as a finalist for the 2018 Mutual Fund Service and Technology Awards in three categories: Best Technology/Infrastructure Initiative, Best Data Management Solution and Best Technology Provider Overall.

Sponsored by Fund Intelligence and recognizing the achievements of the full spectrum of service providers, the Mutual Fund Service and Technology Awards are given annually to firms that provide a vital function for the US mutual fund sector.

Nominees were determined by an independent panel of industry experts, and for each category, applicants had to demonstrate outstanding client satisfaction and growth over the past 12 months.

“We are thrilled to have Confluence acknowledged for these three categories,” said Todd Moyer, COO at Confluence.  “It is a huge honor for our technology and data management solutions to be recognized, and we are particularly excited for our nomination as Best Technology Provider overall. Success in this category is only made possible through the tremendous support of our clients.  We at Confluence pride ourselves in providing technology to bring greater efficiency and automation to their operations.”

Helping to bring back-office operations into the digital age by eliminating manual processes and spreadsheets, Confluence’s suite of solutions enables asset managers and third-party administrators to consolidate and leverage data across business operations. It was recently announced that Confluence’s clients - fund administrators and asset managers servicing or managing over 75% of all ’40 Act funds - have selected the Unity NXT® platform to file their Form N-PORT and Form N-CEN filings.

Both Form N-PORT and Form N-CEN require certain registered investment companies to compile fund data and report it to the SEC in a structured format on a regular basis. The SEC adopted temporary rule 30b1-9(T) postponing, until April 30, 2019, the need for funds in larger fund groups to file Form N-PORT but still required those funds to maintain the information that is required to be included in the form, which is subject to examination by the SEC.

The Mutual Fund Service and Technology Awards recognize the service providers – including administrators, custodians, legal specialists, accounting groups, and technology providers – who provide a vital function for the U.S. mutual fund sector. Winners of the 2018 Awards will be announced tonight during a ceremony in New York.

About Confluence

Confluence is a global technology solutions provider delivering innovative products to the worldwide money management industry, to meet asset managers’ and service providers’ performance, reporting, analytics, risk and data needs. With the recent acquisition of StatPro, Confluence offers its clients a broader range of data-driven managed investment solutions including post-trade regulatory and shareholder reporting, performance and attribution, portfolio analytics, and asset data services and data management, delivering a full technology suite to the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence serves the international fund industry with locations across Europe, North America, South Africa, Australia and Asia.

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