News

In the News: Traders Magazine: Buy Side Firms Face Reconciliation Challenges
Todd Moyer, Confluence’s President and Chief Operating Officer, recently sat down with Traders Magazine to discuss data and reconciliation…

Press Release: Confluence Expands Evaluated Bond Pricing Coverage to Over 800k Bonds Globally
Confluence announced today that its Evaluated Bond Pricing service has expanded coverage from 80,000 bonds to 815,000 bonds globally.

In the News: WatersTechnology: Confluence Technologies looks to AI for reconciliation challenges
Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex…

Press Release: Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds.

Press Release: Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, announced a partnership to deliver an integrated data management and analytics solution

Confluence chosen by Caisse des Dépôts to manage shareholding disclosures
Confluence has won public tender issued by Caisse des Dépôts (CDC) to manage shareholder disclosures, streamline operations and produce regulatory forms in an efficient and timely manner of the Asset Management department of State-owned institution.

In the News: Ignites: Tailored Reports Will Better Protect Investors: Confluence
Todd Moyer, Confluence’s President and Chief Operating Officer, was recently interviewed by Ignites about….

In the News: Institutional Investor: Investors Flock to Active Managers
The latest Asset Gainers analysis from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor…

In the News: Portfolio Adviser: Is the dominance of growth stocks a case of style over substance?
Brendan Cooper, Head of Client Consulting & Research at Investment Metrics, a Confluence company, is featured in a new article from Institutional Investor, offering his thoughts on how small-cap stocks are positioned well amid economic uncertainty.