Press release

Confluence wins “Best Regulatory Reporting Solution” at Fund Intelligence Awards for Second Year in a Row

Feb 24, 2022

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 that Confluence has won the award for its Unity NXT® Regulatory Reporting solution that eases data management challenges and automates the filing processes for global regulatory reporting obligations. It is a flexible platform that delivers solutions to global reporting challenges in an ever-evolving regulatory landscape.  

The Fund Intelligence Operations and Services Awards recognize and reward excellence and outstanding contributions made by business, operations and technology leaders at asset management and service provider firms over the past year. With more fund groups thinking holistically about their front-to-back solutions, and service partners doing the same, the awards provide a central place to shine a light on vendors who are truly delivering for their asset management clients in terms of service, technology and innovation across the fund complex. 

Confluence developed its Unity NXT® Regulatory Reporting Solution to ease the data management challenges and automate the filing processes for complex global regulatory reporting obligations. Using Unity NXT® Regulatory Reporting allows clients to streamline their processes and reduce risk in a controlled system that facilitates collaboration, review and standardization. Unity NXT® Regulatory Reporting’s recognition as Best Regulatory Reporting Solution is a testament to the functional capabilities of the platform and Confluence’s role as a leading provider to the asset management and investment management industry. We are grateful to have our team’s hard work be recognized by Fund Intelligence alongside other premier service providers as we help the industry comply with new regulations as they come online.

Todd Moyer, Confluence’s President and COO

About Confluence® Technologies

Confluence is a leading provider of specialist regulatory, analytics, and investor communication solutions for asset managers, asset servicers, investment consultants, and asset owners. Across performance, risk and peer analytics, regulatory filings and compliance monitoring, and shareholder reporting and document production, firms depend on Confluence for output they trust. We deliver this through deep domain expertise and purpose-built products developed over decades of research and engineering.

Confluence solutions are powered by Confluence POINT, AI-enabled automation that runs within and alongside Confluence’s trusted solutions. POINT optimizes inefficient workflows, delivering a meaningful impact on outcomes without requiring significant operational change.

Headquartered in Pittsburgh, PA, with 750+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.

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