News
Press Release: Confluence Launches Prism Analytics – Providing Asset Managers with First-of-its-kind Insights on Public and Private Plans
Institutional Asset Managers Can Leverage Granular, Actionable Intelligence on Channel Level Flows, Actual post-transaction Fees, and Mandates Won / Lost by Manager
Press Release: Announcing Liability Reporting in the Portfolio Analytics and Reporting (PARis) product
PARis Liability Reporting offers robust pension liability calculations and analytics. It is seamlessly integrated into the PARis platform’s report books.
In the News Post: Standard Disclosures Make Compliance Easier: Confluence
Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer of Confluence.
In the News: Ignites: Eating Their Own Cooking? More PM Data Should Be Public
This article focuses on the level of detail required in open-end vs. closed-end fund reporting. Scott Treacy, research consultant at Confluence…
In the News: FT Adviser: ‘The balance between regulatory oversight and free enterprise has tipped towards regulation’
Greg Hotaling, Regulatory Compliance Manager at Confluence, provides insights and actions as firms look to build their “regulatory house”.
In the News: High beta funds have their moment to shine
An intriguing piece of data hit our inbox this week as Investment Metrics has analysed which factors drove the relatively strong stock market performance in July…
In the News: Traders Magazine: Broker-Dealers Urged to Review Policies to Stay Compliant
Matt Calabro, Executive Director of Compliance Services at Confluence, highlights the importance of firms reviewing their policies and procedures on record retention.
PRESS RELEASE: New Client Lifetime Revenue Report finds Taft-Hartley represent the stickiest accounts with longest duration cash flow
Confluence announced today that its Evaluated Bond Pricing service has expanded coverage from 80,000 bonds to 815,000 bonds globally.
In the News: Confluence’s Compliance Solutions Function Honored on CyberTech 100 List
Confluence, is proud to announce its inclusion in this year’s CyberTech 100 annual list which recognizes the world’s most innovative CyberTech companies.