News

Press Release: Confluence’s Revolution solution recognized as Best Buy-side Risk Management Initiative by Waters Technology
Confluence celebrates its fourth award win, underscoring its position as the best-in-class and most comprehensive risk analytics offering in the market.

In the news: SEC’s Short Sale Reporting Rule Comes Up Short
Aspasia Latsi, Regulatory Analyst at Confluence, was recently quoted in FinOps Report, discussing the breadth of 13f-2 reporting, and the urgency of complying.

Press Release: Confluence’s HR and Legal teams honored with prestigious 2024 OnCon Icon Awards
Both teams ranked in the awards’ world top 50 for innovation, exceptional leadership, and contributions to the broader industry.

In the news: Running Before They Can Walk: Managing Compliance In The AI Era
Kyrstin Ritsema, Executive Director of Confluence Compliance Services, has authored a piece in WealthBriefing, detailing what it takes to manage compliance in the AI era.

Press Release: Annex Wealth Management chooses Confluence Revolution Composites solution for risk reduction and scaling
Revolution Composites delivers elevated service levels and efficiency gains through the automation of composite calculations and reporting.

Press Release: Confluence Named to IDC FinTech Rankings Top 100
Confluence is also recognized as the Emerging FinTech by IDC Financial Insights

In The News: Drawdown
Todd Moyer, Confluence’s President and Chief Operating Officer, recently spoke with The Drawdown about Confluence Rex.

In The News: International Equities are ‘Lower-Hanging Fruit’ as Pensions Chop Equities Holdings
As pensions seek to decrease risk by slashing their equities allocations and buying up fixed income assets, international equities, which have tended to underperform other stocks in recent years, are taking the biggest hit, industry watchers say.

Press Release: Guardian Performance Solutions chooses Confluence Revolution Composites for its managed services
Confluence Revolution Composites leveraged to help Guardian’s clients meet GIPS® and SEC Marketing Rule compliance