News
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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.
Nov 05, 20242 min readRead more -
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.
Oct 23, 20241 min readRead more -
Running before they can walk: managing compliance in the AI era
Kyrstin Ritsema, Executive Director of Confluence Compliance Services, shares best practices for thoughtful AI adoption in WealthBriefing.
Oct 18, 20241 min readRead more -
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.
Sep 17, 20242 min readRead more -
Confluence named to IDC FinTech rankings top 100
Confluence is also recognized as the Emerging FinTech by IDC Financial Insights
Sep 09, 20242 min readRead more -
The Drawdown: Todd Moyer, Confluence
Todd Moyer, Confluence’s President and Chief Operating Officer, recently spoke with The Drawdown about Confluence Rex.
Sep 05, 20241 min readRead more -
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. Radhika Narang, Client Success Specialist at Confluence, leaves her comments on the outflows of international equities.
Sep 04, 20241 min readRead more -
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
Aug 01, 20242 min readRead more -
Confluence helps clients achieve compliance with SEC tailored shareholder reporting
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients
Jul 30, 20242 min readRead more