News
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New Client Lifetime Revenue Report finds Taft-Hartley represent the stickiest accounts with longest duration cash flow
Data in the new report shows mean durations and fees helping asset managers better quantify opportunities and predict client lifetime value. Investment Metrics, a Confluence company, (“Confluence”), the leading global provider of investment analytics, reporting, data, and research solutions, today released its first-of-its-kind Client Lifetime Revenue Report, an analysis of account duration and post-negotiated fees of […]
Jul 20, 20232 min readRead more -
Confluence’s Compliance Solutions Function Honored on CyberTech 100 List
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges is proud to announce its inclusion in this year’s CyberTech 100 annual list which recognizes the world’s most innovative CyberTech companies.Compliance Solutions Strategies (CSS), Confluence’s RegTech arm, was named a leading solutions provider to financial institutions across […]
Jul 19, 20232 min readRead more -
Confluence Expands Evaluated Bond Pricing Coverage to Over 800k Bonds Globally
The expansion marks a significant increase in evaluated pricing coverage across EMEA, APAC and emerging markets offering customers access to a wider range of asset classes and data types Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges announced today that its Evaluated Bond Pricing service […]
Jul 13, 20234 min readRead more -
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 challenges buy side firms face and how AI may be the solution to these challenges and more.
Jul 13, 20231 min readRead more -
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, which leverages AI to solve challenges stemming from the Securities and Exchange Commission’s (SEC’s) Tailored Shareholder Reports (TSRs).
Jul 07, 20231 min readRead more -
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 Pittsburgh, PA, June 29, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. As the first […]
Jun 29, 20232 min readRead more -
Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
GLOBAL: Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, today announced a partnership to deliver an integrated data management and analytics solution for middle/back-office operations for asset managers, built to bring workflow efficiency in performance, risk, and regulatory reporting. The offering will integrate Confluence’s […]
Jun 26, 20232 min readRead more -
Confluence chosen by Caisse des Dépôts to manage shareholding disclosures
Pittsburgh, PA, June 21st, 2023 – 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. The confidence placed in Confluence by the 4th largest institutional investor in France is a recognition […]
Jun 21, 20232 min readRead more -
Ignites: tailored reports will better protect investors: Confluence
Todd Moyer, Confluence’s President and Chief Operating Officer, was recently interviewed by Ignites about what Tailored Shareholder Reporting means to the industry and how increasing investor protection was the impetus for the rule.
Jun 12, 20230 min readRead more