GIPS® Compliance
Performance & Analytics
Achieve compliance with current and future global investment performance standards.
Best of Breed
Confluence’s Composites solution is a best of breed multi-currency and multi-lingual GIPS®️ Composites management solution helping clients facilitate compliance with prevailing and future GIPS®️ standards. Our highly scalable solution has empowered performance teams to complete over 1000 verifications, allowing them to manage single-site composites repositories that not only makes GIPS®️ compliance easy to manage, but satisfy other use cases for total level reporting.
Achieve compliance
Avoid the manual reconciliation when it comes to producing data and ensure the consistency of your firms results. Automate your GIPS composite reporting process, encouraging full and fair investment performance disclosures.
Increase your firm’s credibility and drive business growth
Global GIPS verifications
Facilitate compliance with future and prevailing GIPS standards and ensure you have the GIPS verified numbers you need to use in pitch books, slide decks and client reports in order to close deals.
Efficient reporting
Greater operational cohesion
With a robust library of report templates that can be leveraged for your reporting needs, this solution enables more efficient and timely reporting to external auditors, consultants, advisors, prospects and clients, including the GIPS required disclaimers whilst supporting and improving internal recurring and ad-hoc reporting tasks.
Instill investor confidence
Data integrity and control
Failures in data control and operational risk are mitigated because our technology streamlines the calculation, creation and maintenance of composites. This means that you have data integrity, control of composites creation and the flexibility to amend reporting which is crucial in instilling investor confidence.
Risk mitigation
Easily compare portfolios
Maintain GIPS compliance and easily compare your advisors’ portfolios to your model portfolios to calculate any discrepancies between the prescribed risk and return profiles.
GIPS Compliance
Find out more
GIPS Compliance
Find Out More
Additional
Resources
Download
Factsheet
Request
a Demo
Contact
Confluence
Additional
Resources
Efficiency in the Aggregate: Why Private Wealth Managers Should Adopt Composites
Unlocking the Advantages of Composites and the GIPS® Standards
Why firms are struggling to meet the looming deadline on the SEC Marketing Rule and how they can accelerate compliance
Download
Factsheet
Complete the form to get started
Request a
Demo
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.