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Confluence Shortlisted in Two Categories for 2017 Mutual Fund Service and Technology Awards
Recognized for Both Best Technology Provider Overall and Best Data Management Solution

September 29, 2017

(PITTSBURGH, Pa. – September 29, 2017) — Confluence, the global leader in investment data management automation for regulatory, financial and investor reporting, has been shortlisted as a finalist for the 2017 Mutual Fund Service and Technology Awards in two of the fund technology categories: Best Data Management Solution and Best Technology Provider Overall.

The Mutual Fund Service and Technology Awards recognize the achievements of the entire universe of service providers—including administrators, custodians, legal specialists, accounting groups, and technology providers - who provide a vital function for the U.S. mutual fund sector.

With its Unity® platform, Confluence provides ground breaking technology to solve tough data management and automation challenges for the asset management back office, including regulatory reporting, investor communications and performance reporting.

Helping to bring back-office operations into the digital age by eliminating manual processes and spreadsheets, the Confluence suite of solutions enables asset managers and third-party administrators to consolidate and leverage data across business operations. The results are lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources.

“We are proud to be shortlisted twice for the 2017 Mutual Fund Service and Technology Awards,” said Mark Evans, Chairman, CEO and President at Confluence. “Confluence always had clients’ best interests at heart and diligently worked to provide them with a flexible platform of solutions that drive efficiency in data management and reporting. We are thrilled that our efforts are being recognized and we are dedicated to provide ongoing value for our clients through our platform of regulatory reporting, investor communications and performance and analytics solutions.”

Headquartered in Pittsburgh, PA, Confluence operates offices across 14 different time zones globally, including Brussels, Dublin, London, Luxembourg, Ho Chi Minh City and San Francisco.

Winners of the 2017 Awards will be announced on Tuesday, October 3 during a ceremony in New York.

About Confluence

As a global leader in data-driven solutions for efficiency and control, Confluence solves tough data management and automation challenges for the asset management industry, including performance reporting, regulatory reporting, investor communications and fund expense management. Confluence solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations which results in lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources. The platform features solutions to support a wide array of fund types – including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds.


Seven of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.


Headquartered in Pittsburgh, PA, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco. For more information, visit www.confluence.com.