Case Studies
Automating the Monitoring of Market, Liquidity, and Sustainability Risk
A Luxembourg regulated Super ManCo automates the monitoring of market, liquidity and sustainability risk using Confluence Revolution.
Institutional Defined Benefit Plan Targeting
Confluence helped an Asset Management firm define a debt distribution strategy based on client types and sizes, moving to LDI with the Prism Analytics platform.
Top-five global financial institution
Major global financial institution integrates Confluence’s composites solution for regulatory reporting and uniform performance measurement standards to increase scalability, speed, usability and functionality.
London-based wealth manager
Revolution empowers the performance team at a London-based wealth manager to build valuable, long-term relationships with 1000’s of clients through delivering more detailed reports.
National Australia Bank
Confluence’s cloud-based performance measurement and portfolio analytics solution, Confluence Revolution, facilitates National Australia Bank in reducing the turnaround time for delivering performance and risk analytics to stakeholders.
Global Italian-based Investment Management Firm
Confluence provides Italian-based investment management firm with enhanced operational efficiency as it provides a robust consolidated platform to carry out their performance measurement and risk control activities.
Large UK Fund Services Provider and ACD
Revolution helps a large UK fund administrator and ACD provide performance and risk analytics to their clients, boosting their operational efficiency.
UK-based boutique asset management firm
Revolution helps UK-based boutique asset management firm enhance their risk reporting capabilities and provide robust consolidated performance, attribution and risk analytics to clients.