ICI Tax and Accounting Conference 2021
We are Confluence
We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control.
Over 400 clients use our services and solutions
Servicing clients in 40 countries worldwide
Trusted by 9 out of the top 10 asset managers
The top 10 service providers rely on our solutions
What We Do
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
- Performance & Analytics
- Data Technology & Services
- Investor Communications
Performance & Analytics
Performance, attribution and composites
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Data Technology & Services
Integrated data management and processing
As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.
Regulatory risk, compliance and reporting
Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
Reporting, disclosures and fact sheets
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.