News
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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 […]
Oct 15, 20252 min readRead more -
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
Oct 07, 20252 min readRead more -
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 […]
Sep 17, 20253 min readRead more -
GenAI is changing the game for asset managers in the alternatives space.
From wrangling fragmented data to orchestrating complex workflows, AI is no longer just a tool—it’s becoming the backbone of modern investment operations. Laurent Louvrier, Vice President of Product, Artificial Intelligence at Confluence, breaks down how GenAI is transforming data pipelines, enabling adaptive ETL, and introducing agentic AI that learns and evolves. With rising regulatory demands […]
Aug 18, 20251 min readRead more -
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 […]
Jul 02, 20252 min readRead more -
Mandates on AI projects tighten as asset managers focus on ROI and efficiency
Laurent Louvrier, VP of Product for Artificial Intelligence at Confluence, examines how domain-specific, off-the-shelf AI tools are gaining traction as companies seek quicker implementation and reduced development costs.
Jul 01, 20251 min readRead more -
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.
May 27, 20252 min readRead more -
Allspring selects Confluence Style Analytics to gain factor-based insights
Leading asset management firm leverages factor analysis with improved data-driven analytics.
May 15, 20251 min readRead more -
UK updates CCI regulations in new consultation
The UK regulator has updated its thoughts about investments where the returns are linked to the performance of underlying, indirect investments, such as funds or structured products. Lewis Davison explains the significance in this article with Wealth Briefing.
May 14, 20251 min readRead more