News Categories: Press release
Confluence Technologies and ACA Group partner to automate GIPS verification data feeds
Pittsburgh, PA, April 7, 2026 – Confluence® Technologies, Inc. (“Confluence”), a leading global technology solutions provider delivering innovative investment data management automation, and ACA Group (“ACA”), the leading governance, risk, and compliance advisor in financial services, today announced a partnership to deliver automated standard feeds from Confluence’s Revolution Composites platform built specifically to ACA’s verification requirements. The […]
Canoe Intelligence and Confluence Technologies partner to streamline institutional portfolio analytics and reporting
Pittsburgh, PA, January 28, 2026 – Canoe Intelligence (“Canoe”), the platform for smarter alts management, and Confluence Technologies, Inc. (“Confluence”), a leading global technology solutions provider delivering innovative investment data management automation, today announced a partnership integrating Canoe Connect and Canoe Intelligence with Confluence® PARis — Portfolio Analytics and Reporting Information System. The collaboration delivers an AI-powered, […]
Confluence Technologies Appoints Kevin Rozanski Chief Financial Officer
Pittsburgh, PA, January 13, 2026 – Confluence Technologies, Inc. (“Confluence”), a global leader in regulatory, analytics, and investor communications solutions for the investment management industry, today announced the appointment of Kevin Rozanski as Chief Financial Officer. Rozanski will be responsible for shaping and executing the company’s financial strategy, overseeing financial operations, and partnering with the […]
Public Investment Corporation of South Africa Completes Successful Migration to Confluence® Revolution Platform
Pittsburgh, PA, December 11, 2025 – Confluence Technologies, the global technology solutions provider delivering innovative investment data management automation, today announced that the Public Investment Corporation (PIC), one of Africa’s largest asset managers, based in South Africa, has successfully completed its migration to Confluence’s cloud-based Revolution platform. The transition marks a significant milestone in the […]
Confluence named “Best Solution for Buy-Side Regulatory Compliance” at the RegTech Insight USA Awards 2025
Pittsburgh, PA – November 21, 2025 – Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been named “Best Solution for Buy-Side Regulatory Compliance” at the RegTech Insight USA Awards 2025. The annual awards, organized by A-Team Group, celebrate innovative and effective RegTech providers serving capital markets across North America. Winners are […]
Confluence named category leader in Chartis RiskTech Quadrant for regulatory reporting solutions
Recognition reflects Confluence’s continued leadership in automating complex regulatory workflows for global asset managers Pittsburgh, PA, October 27, 2025 – Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been recognized by Chartis Research as a Category Leader in its Regulatory Reporting Solutions 2025 report. Chartis recognized Confluence for the breadth and […]
Confluence Technologies Appoints Bryan Woodard Chief Legal Officer
Pittsburgh, PA, October 20, 2025 – Confluence Technologies, Inc. (“Confluence”), a global leader in regulatory, analytics, and investor communications solutions for the investment management industry, today announced the appointment of Bryan Woodard as Chief Legal Officer. Woodard will lead Confluence’s global legal strategy and oversee compliance functions, ensuring the company continues to meet evolving regulatory […]
Confluence wins ‘Best AI-Based Solution for Data Quality’ at the 2025 AI in Capital Markets awards
Pittsburgh, PA, October 15, 2025 – Confluence Technologies, Inc. (“Confluence”), a global leader in regulatory, analytics, and investor communications solutions, has been named ‘Best AI-Based Solution for Data Quality’ at the inaugural AI in Capital Markets Awards 2025. The award recognizes the firm’s Rex platform, an AI-driven system that streamlines and automates the regulatory reporting […]
Confluence wins “Best RegTech Firm” at HFM US Service Awards 2025
With Intelligence annual awards celebrate the best in hedge fund services for innovation and excellence
Confluence adds TSG verification export: Enhances GIPS® standards verification for Asset Managers
Pittsburgh, PA, September 17, 2025 – Confluence Technologies, Inc. (“Confluence”), a global leader in data-driven investment analytics and regulatory reporting solutions, has released a new capability within its Revolution Composites platform that delivers standard GIPS verification exports built specifically to the requirements of The Spaulding Group (TSG). This enhancement streamlines the verification process for asset […]
Confluence launches Style Analytics fixed income, bringing transparency to a traditionally opaque asset class
Pittsburgh, PA, July 2, 2025 – Confluence Technologies, Inc. (“Confluence”), a global leader in data-driven investment analytics and regulatory reporting solutions, today announced the launch of Style Analytics Fixed Income, extending its trusted equity analytics capabilities into the fixed income universe. Built with the same holdings-based philosophy that has earned the trust of asset managers and fund […]
Allspring selects Confluence Style Analytics to gain factor-based insights
Leading asset management firm leverages factor analysis with improved data-driven analytics.
Confluence names Kathleen Keenan as the new Chief Product Officer
Keenan will lead Confluence’s product strategy and innovation across regulatory, analytics, and investor communications solutions.
BNP Paribas’ Securities Services Business selects Confluence Unity Financial Reporting platform to automate private capital operations
Industry-leading asset servicer to further streamline financial reporting and improve operational efficiency for the benefit of its Private Capital clients across multiple jurisdictions
Confluence awarded best solution for buy-side regulatory compliance by A-Team Group
The award recognizes Confluence’s industry-leading compliance expertise and best-in-class suite of regulatory compliance solutions.
Confluence launches Evaluated Fixed Income Pricing data feed on Snowflake Marketplace
The comprehensive pricing data increases efficiency in daily and monthly fund NAV calculations for joint clients.
Confluence’s Revolution solution recognized as best buy-side risk management initiative by Waters Technology
Confluence celebrates its fourth award win, underscoring its position as the best-in-class and most comprehensive risk analytics offering in the market.
Confluence’s HR and legal teams honored with prestigious 2024 OnCon Icon Awards
Both teams ranked in the awards’ world top 50 for innovation, exceptional leadership, and contributions to the broader industry.
Annex Wealth Management chooses Confluence Revolution Composites solution for risk reduction and scaling
Revolution Composites delivers elevated service levels and efficiency gains through the automation of composite calculations and reporting.
Confluence named to IDC FinTech rankings top 100
Confluence is also recognized as the Emerging FinTech by IDC Financial Insights
Confluence introduces new quarterly report offering industry access to trusted pricing data and key market insights
Thoughts From the Pricing Desk – Confluence’s new quarterly report digs deep into fixed-income, equity and risk data helping industry make sense of today’s complex financial markets.
Amundi Technology selects Confluence’s Revolution as solution of choice for performance analytics and attribution
The solution will empower Amundi’s asset and wealth management clients by delivering fully integrated, best-of-breed performance analytics
Confluence launches Rex 2.0, the next-generation AI solution
Rex 2.0 unlocks capabilities beyond reconciliation to produce extraordinary efficiency gains for the investment management industry.
Confluence’s composites solution chosen by Madison Investments
Pittsburgh, PA, October 20, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering. […]
Confluence unveils next-gen regulatory reporting solution
The new Omnia platform delivers best-of-breed flexibility, scalability, and speed for global regulatory and filing requirements.
Communication of the anniversary of CSS and investment metrics acquisitions
Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve the needs of their clients with a more comprehensive and innovative set of solutions for their complex investment data challenges.
Confluence named Best Market Data Newcomer at the WatersTechnology Inside Market Data & Inside Reference Data awards
Confluence was recognized for its innovative solutions to solve clients’ complex data challenges
Old mutual multi-managers adopts Confluence’s analytics solutions
Gaining operational efficiency with Confluence cloud-based Revolution Performance product
Confluence receives 2024 TabbFORUM NOVA award for innovation in capital markets
Confluence was recognized as a top innovator in the investment management industry for its unique technology advances and trusted software solutions
Confluence announces partnership with Manaos to provide SFDR reporting solution
Pittsburgh, PA, December 12, 2023 –Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with Manaos, a modular platform built to simplify how institutional investors centralise portfolio data, connect ESG information, and report on the sustainability of their investment. Under the partnership, […]
Confluence’s proven reporting platform addresses new reporting requirements of private fund rule
The platform solves unprecedented private fund data challenges while delivering accuracy and efficiency to the private fund industry.
Confluence integrates MSCI ESG research data into its Style Analytics solution
The new ESG module for Confluence’s Style Analytics solution enables asset managers and fund selectors to analyze, compare, and enhance their portfolios in an increasingly complex investment landscape.
New Client Lifetime Revenue Report finds Taft-Hartley represent the stickiest accounts with longest duration cash flow
Data in the new report shows mean durations and fees helping asset managers better quantify opportunities and predict client lifetime value. Investment Metrics, a Confluence company, (“Confluence”), the leading global provider of investment analytics, reporting, data, and research solutions, today released its first-of-its-kind Client Lifetime Revenue Report, an analysis of account duration and post-negotiated fees of […]
Confluence’s Compliance Solutions Function Honored on CyberTech 100 List
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges is proud to announce its inclusion in this year’s CyberTech 100 annual list which recognizes the world’s most innovative CyberTech companies.Compliance Solutions Strategies (CSS), Confluence’s RegTech arm, was named a leading solutions provider to financial institutions across […]
Confluence partners with Northfield to enhance multi-factor risk and performance attribution analytics
The strategic partnership will allow Confluence Revolution users to easily utilize improved multi-factor attribution analytics for risk and performance.
Confluence Expands Evaluated Bond Pricing Coverage to Over 800k Bonds Globally
The expansion marks a significant increase in evaluated pricing coverage across EMEA, APAC and emerging markets offering customers access to a wider range of asset classes and data types Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges announced today that its Evaluated Bond Pricing service […]
Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds Pittsburgh, PA, June 29, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. As the first […]
Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
GLOBAL: Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, today announced a partnership to deliver an integrated data management and analytics solution for middle/back-office operations for asset managers, built to bring workflow efficiency in performance, risk, and regulatory reporting. The offering will integrate Confluence’s […]
Confluence, Backed by Clearlake Capital and TA Associates, Welcomes Longtime Asset Management Executive Joan Binstock to Board of Directors
Pittsburgh, PA, April 24, 2023 – Confluence Technologies, Inc. (“Confluence”), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors. Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”). Ms. Binstock brings more than […]
Announcing liability reporting in the Portfolio Analytics and Reporting (PARis) product
Delivering Institutional Investment Consultants and Asset Owners a comprehensive and balanced view of Pension plans
Confluence chosen by Caisse des Dépôts to manage shareholding disclosures
Pittsburgh, PA, June 21st, 2023 – Confluence has won public tender issued by Caisse des Dépôts (CDC) to manage shareholder disclosures, streamline operations and produce regulatory forms in an efficient and timely manner of the Asset Management department of State-owned institution. The confidence placed in Confluence by the 4th largest institutional investor in France is a recognition […]
Professional Adviser: Firms urged to engage with ‘huge opportunity’ PRIIPs consultation
On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs) regulation as a “matter of priority”. It launched a consultation to seek views on an alternative framework for the disclosure with the FCA at the helm. Shane Flatman, Confluence’s Senior Product Manager – Compliance, Reporting […]
Confluence and FundGuard partner to streamline fund reporting
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience.
Investment Metrics’ new plan universe report derived from the industry’s largest data set provides key insights about the institutional investment landscape
The Plan Universe Allocation and Return Analysis report uses data sourced from over 4,000+ institutional plans to provide key insights to the institutional asset allocator (Investment Consultants, Asset Owners, OCIO’s) market segment.
Confluence wins the 2022 “Performance Attribution Product of the Year” Award from Risk.net for Sixth Consecutive Year
Pittsburgh, PA, February 18, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, has won the Performance Attribution Product of the Year category at the 2022 Risk.net Awards for its integrated performance and risk cloud-based solution, Revolution. This is the sixth year in a row Confluence has […]
Confluence wins “Best Regulatory Reporting Solution” at Fund Intelligence Awards for Second Year in a Row
Pittsburgh, PA, February 24, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, has won Best Regulatory Reporting Solution at the 2022 Fund Intelligence Operations and Services Awards for its regulatory reporting solution, Unity NXT® Regulatory Reporting. This is the second year in a row […]
Baird selects Confluence’s PARis solution for enhanced portfolio analytics and reporting capabilities
The solution will equip institutional consultants with in-depth analysis and peer benchmarking enabling key insights for better investment decision-making.
Confluence named the winner of the ‘Equity Performance Attribution’ category at Chartis BuySideRisk50 awards
Ranked in the top 25 of the BuysideRisk50, the award recognizes Confluence for its analytical, cross-risk platform that delivers operational efficiencies and insights to asset managers.
Yealand Fund Services selects Confluence for valuations pricing service
Delivering greater transparency and efficiency in the pricing of multiple asset classes to its clients
Confluence helps clients achieve compliance with SEC tailored shareholder reporting
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients
Guardian Performance Solutions chooses Confluence Revolution Composites for its managed services
Confluence Revolution Composites leveraged to help Guardian’s clients meet GIPS® and SEC Marketing Rule compliance
Confluence launches Prism Analytics – providing asset managers with first-of-its-kind insights on public and private plans
Institutional Asset Managers Can Leverage Granular, Actionable Intelligence on Channel Level Flows, Actual post-transaction Fees, and Mandates Won / Lost by Manager
Confluence nominated for 2 FTF News Technology Innovation Awards
Pittsburgh, PA, March 14, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been shortlisted for the following two awards at this year’s FTF News Technology Innovation Awards: The awards recognize firms which have made significant strides and noteworthy achievements in […]
Confluence appoints Chris Riggio as Chief Revenue Officer and Phillipa McLune as Chief Client Officer
Pittsburgh, PA, and London, April 19, 2022 – Confluence Technologies, Inc. (Confluence) the global technology solutions provider helping the investment management industry solve complex investment data challenges, announces the appointment of Chris Riggio as Chief Revenue Officer (CRO) and Phillipa McLune as Chief Client Officer (CCO). Riggio is responsible for all sales and marketing strategies across all […]
Confluence wins “Best Performance Measurement System” at 2022 FTF news technology innovation awards
Pittsburgh, PA, May 9, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been awarded “Best Performance Measurement System” for the second year in a row at the FTF News Technology Innovation awards, hosted by the Financial Technologies Forum and FTF News. […]
Confluence Appoints Sanjoy Chatterjee as Chief Strategy Officer
Signifying Confluence’s commitment to increasing value to clients Pittsburgh, PA, and London, June 21, 2022 – Confluence Technologies, Inc. (Confluence), the global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced the appointment of Sanjoy Chatterjee as Chief Strategy Officer. Chatterjee is also the Managing Director of Confluence’s Investment Insights & Research […]
Confluence ranks first in “Performance Attribution” at 2022 Chartis RiskTech BuySide50 awards
Pittsburgh, PA, June 30, 2022 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced today it has been ranked first in “Performance Attribution” at the 2022 Chartis RiskTech BuySide50 Awards. In its inaugural year, Chartis’ RiskTech BuySide50 awards recognized Confluence Analytics for its cloud-based performance […]
Confluence’s ESG solution sees accelerated client growth in 2022 following integration of capabilities from recent acquisitions
Pittsburgh, PA, August 2, 2022 – Confluence Technologies, Inc. “Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment insight and regulatory challenges, announced today that its ESG solution is seeing significant industry adoption following the integration of capabilities through the successful acquisitions of Investment Metrics and Compliance Solutions Strategies (CSS). In the first […]
ICE & Confluence to offer integrated ESG solutions for enhanced SFDR compliance reporting
ATLANTA and LONDON — September 27, 2022 — Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, and Confluence, a global leader in analytics and regulatory compliance reporting solutions for the investment management industry, announced that Confluence will leverage ICE’s Environmental, Social and Governance (ESG) data as part of its […]
Paralel chooses Confluence to power its back-office offering
New fintech provider to assets managers selects Confluence’s powerful suite of reporting and performance solutions.