News
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.
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.