Investor Communications icon

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.

Group working efficiently

Gain efficiency

NYC Sky View

Reduce costs

Controlled Scalability Graph

Controlled scalability

Operational excellence through


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.

Investor Communications Laptop screenshot
Investor communications 3d projection

Collect, transform and


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

Find Out More



No additional resources



Complete the form to get started

Request a


Complete the form to get started

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.