Pittsburgh, PA, April 15, 2021 – Confluence Technologies, a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced that it has reached an agreement in principle to acquire Fundpeak, a highly respected global provider of secure fund portals and marketing tools such as fund fact sheets and websites.

Pittsburgh, PA, April 13, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has signed a multi-year contract with a large pension fund, continuing a previous engagement with Confluence. The Switzerland-based client will employ Delta, Confluence’s cloud-based multi-asset risk and performance analytics platform.

Pittsburgh, PA, March 24, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a long-term contract with a leading global fund administrator that will use Confluence’s Risk API solution to deliver fully-fledged risk analytics.

Pittsburgh, PA, March 2, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been shortlisted for the following two awards at this year’s FTF News Technology Innovation Awards:

Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that Gary Casagrande, Vice President of Global Market Strategy, has been named “Volunteer of the Year” by Nicsa’s General Membership Meeting (GMM) Committee and Nicsa’s Fund Administration Committee.

Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been awarded “Best Regulatory Reporting Solution” at the 2021 Fund Intelligence Operations and Services Awards.

Link Fund Solutions, part of Link Group (ASX: LNK), a leading global provider of financial administration services, and Confluence Technologies, Inc. (“Confluence”) have partnered to launch a portfolio compliance solution across 283 funds in the UK and Europe.

Confluence today announced it has been awarded “Performance Attribution Product of the Year” at the 2021 Risk Markets Technology Awards, hosted by Risk.net. This is the fifth consecutive year Confluence’s Revolution has won this award category. 

Confluence today announced it has secured a five-year contract with a top French fixed income asset manager that will use Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs. The new client currently manages more than €70B in assets.