News

Confluence appoints Chris Riggio as Chief Revenue Officer and Phillipa McLune as Chief Client Officer
Confluence announces the appointment of Chris Riggio as Chief Revenue Officer (CRO) and Phillipa McLune as Chief Client Officer (CCO).

Confluence nominated for 2 FTF News Technology Innovation Awards
Confluence Technologies, today announced it has been shortlisted for the following two awards at this year’s FTF News Technology Innovation Awards: Best Regulatory Reporting Solution and Best Performance Measurement System.

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

Confluence wins the 2022 “Performance Attribution Product of the Year” Award from Risk.net for Sixth Consecutive Year
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.

Paralel Chooses Confluence to Power Its Back-Office Offering
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced that Paralel Technologies (“Paralel”), a Colorado-based fintech firm redefining the relationship between asset managers and their back offices, will use three Confluence products for its core back-office needs.

Confluence Announces ESG Collaboration with S&P Global Trucost
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider, today announced it has collaborated with Trucost, a leader in carbon and environmental data and risk analysis.

Confluence Announces Partnership with Fund Service Provider, FundHero
Confluence Technologies, Inc. (“Confluence”) today announced it has secured a multi-year agreement with FundHero S.A. (“FundHero”), a Luxembourg-based fund service company, that will combine Confluence’s cloud-based Revolution platform with its own technology to provide clients with an exclusive managed software offering.

Confluence, backed by Clearlake Capital and TA Associates, to acquire Compliance Solutions Strategies (CSS), a global provider of cloud-based RegTech solutions
Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Compliance Solutions Strategies (“CSS”), a global RegTech company that enables financial services firms to meet mandatory regulatory compliance requirements. Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”).

Confluence, backed by Clearlake Capital and TA Associates, to acquire Investment Metrics for $500m
Confluence Technologies, Inc. (“Confluence”) today announced that it has agreed to acquire Investment Metrics for US$500 million. Investment Metrics is a global provider of investment data, performance, analytics and research software solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.