Investor Communications
Manage, create and distribute investor communications
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
Gain efficiency
Reduce costs
Controlled scalability
Operational excellence through
Automation
Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled environment allowing you to focus on what matters most – your clients.
Collect, transform and
Deliver
By simplifying data and content creation for a broad set of investor-facing communications, such as annual reports, management reports, fund performance, prospectus, fact sheets and fund expense management, you can gain efficiency and consistently deliver accurate reporting.
Our Solutions
Transformed Investor Communications
Reduce time with end-to-end automated content creation and digital/print-ready output
Increase efficiency through automated workflow and the production of annual statutory and summary prospectuses
Streamline the process of compiling marketing information for sales tools and investor updates
Automate and standardize expense management processes, from budget creation and invoice payments to analysis and reporting
Rapidly meet SEC TSR reporting requirements while optimizing processing and filing through one automated, end-to-end, self-service solution.
Investor Communications
Find out more
Investor Communications
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a Demo
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Confluence
Additional
Resources
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Factsheet
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Demo
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For enquiries
Contact Confluence
Complete the form to get started
What We Do
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.