Pittsburgh, PA, June 7, 2021 – 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” at the FTF News Technology Innovation awards, hosted by the Financial Technologies Forum and FTF News.

Pittsburgh, PA, April 4, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, and J.P. Morgan (NYSE: JPM) today announced a new development in their partnership to deliver a multi-asset portfolio analytics solution.

Pittsburgh, PA, April 20, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment data challenges, today announced it has expanded its relationship with Futuregrowth Asset Management (Pty) Ltd (“Futuregrowth”). Futuregrowth is a fixed-income asset manager headquartered in Cape Town, South Africa, and has approximately US$13 billion in assets under management.

Pittsburgh, PA, April 15, 2021 – Confluence Technologies, a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced that it has reached an agreement in principle to acquire Fundpeak, a highly respected global provider of secure fund portals and marketing tools such as fund fact sheets and websites.

Pittsburgh, PA, April 13, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has signed a multi-year contract with a large pension fund, continuing a previous engagement with Confluence. The Switzerland-based client will employ Delta, Confluence’s cloud-based multi-asset risk and performance analytics platform.

Pittsburgh, PA, March 24, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a long-term contract with a leading global fund administrator that will use Confluence’s Risk API solution to deliver fully-fledged risk analytics.

Pittsburgh, PA, March 2, 2021 – 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:

Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that Gary Casagrande, Vice President of Global Market Strategy, has been named “Volunteer of the Year” by Nicsa’s General Membership Meeting (GMM) Committee and Nicsa’s Fund Administration Committee.

Pittsburgh, PA, February 25, 2021 – 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 Regulatory Reporting Solution” at the 2021 Fund Intelligence Operations and Services Awards.