Asset Service Providers

Key solutions for Asset Service Providers

Asset service providers need to deliver fund administration services such as regulatory reporting, performance and risk analytics, and investor communications for your asset manager clients.

Confluence helps you exceed client expectations with operational efficiencies for:

Regulatory Reporting & Filiing

Streamline global regulatory reporting – including regulated disclosures and data-exchange production templates – with integrated data management, analytics, and AI-enabled document reconciliation.

Investor Communications

Automate shareholder disclosures and simplify monitoring with a proven platform for traditional and alternative investment funds with complementary aosphere shareholder data and regulatory guidance expertise for a comprehensive global investment monitoring and shareholder disclosure solution.

Data Services

Save time and money with Confluence data technology and services, delivering quality aggregated data and sophisticated pricing solutions for a wide range of assets, including complex and less liquid instruments.

Analytics

Enhance equity and fixed income performance calculations and attribution analysis, providing transparency and insights to improve portfolio outcomes and identify return drivers.

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