Annex Wealth Management chooses Confluence Revolution Composites solution for risk reduction and scaling

Pittsburgh, PA, September 17, 2024 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that comprehensive wealth management firm Annex Wealth Management will use the Confluence Revolution Composites solution to improve efficiency, reduce risk, enhance scalability, and meet growing regulatory requirements like the SEC Marketing Rule for its composite calculations and reporting.

Revolution Composites is a cloud-based product delivered through our web-based Revolution portal. Asset managers, service providers, and private wealth companies all benefit from Revolution Composites’ comprehensive performance calculations and reporting platform, which includes access to customized reporting and rules automation for composite construction and customizable reporting fields tailored to specific needs.

We are excited to support Annex for its composites needs to meet its next stage of growth and services for its clients. Market requirements are ever-changing and increasingly complex. Our Revolution Composites product is uniquely positioned to scale and support market needs based on its flexible workflow, robust calculations, advanced automation, and our decades of experience helping clients reduce costs while eliminating risk.

Damian Handzy, Managing Director of Analytics Division at Confluence.

Confluence has become a trusted partner in understanding our challenges and needs at a time when we’re looking to scale our composite reporting and to achieve further risk reduction. With increasing regulatory requirements such as the SEC Marketing Rule adding complexity to our marketing processes and performance, we believe Confluence’s proven Revolution Composites solution can help us enhance our client experience and achieve our growth goals.

Steve Dryer, Managing Director of Operations at Annex Wealth Management.

Revolution Composites offers automated composite membership rules with unlimited custom field definitions, customizable and flexible reporting, extensive calculations and statistics, and the ability to meet all industry compliance requirements. To learn more about Confluence, please click here.