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Case Studies

Top-five global financial institution

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.

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London-based wealth manager

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.

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National Australia Bank

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.

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Global Italian-based Investment Management Firm

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.

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UK-based boutique asset management firm

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.

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