In the News: WatersTechnology: Confluence Technologies looks to AI for reconciliation challenges

Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex, which leverages AI to solve challenges stemming from the Securities and Exchange Commission’s (SEC’s) Tailored Shareholder Reports (TSRs).

About Confluence

Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back offices. From data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research, Confluence invests in the latest technology to meet the evolving needs of asset managers, asset owners, asset services, and asset allocators to provide best-of-breed solutions that deliver maximum scalability, speed, and flexibility, while reducing risk and increasing efficiency. Headquartered in Pittsburgh, PA, with 900+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1000 clients in more than 40 countries. For more information, visit

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Vanja Lakic
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