Private Fund Reporting Platform
Confluence leverages its proven global regulatory solution to address the Private Fund Rule and other evolving regulations, enhancing compliance effectively.
Navigating the evolving landscape of private fund regulations demands a comprehensive and integrated approach.
At Confluence, we recognize the increasing scrutiny placed upon private funds by regulatory bodies and understand the challenges you face in meeting these stringent reporting obligations.
A consolidated solution for regulatory changes surrounding private funds
The regulatory changes surrounding private funds – from the evolving Private Fund Rule to proposed quarterly reporting for CPOs – signify a heightened need for a consolidated solution. Confluence stands at the forefront, empowering our clients to navigate these reporting challenges effectively. Our commitment extends beyond mere compliance; we’re elevating the game with our all-encompassing Private Fund Reporting Platform.
Navigating the evolving landscape of private fund regulations demands a comprehensive and integrated approach.
At Confluence, we recognize the increasing scrutiny placed upon private funds by regulatory bodies and understand the challenges you face in meeting these stringent reporting obligations.
A consolidated solution for regulatory changes surrounding private funds
The regulatory changes surrounding private funds – from the evolving Private Fund Rule to proposed quarterly reporting for CPOs – signify a heightened need for a consolidated solution. Confluence stands at the forefront, empowering our clients to navigate these reporting challenges effectively. Our commitment extends beyond mere compliance; we’re elevating the game with our all-encompassing Private Fund Reporting Platform.
See how we are
Reshaping the landscape:
Meeting evolving regulatory demands
Confluence is a recognized leader for regulatory and investor communications for the investment management industry, with over three decades of experience.
We leverage our solution to address the reporting needs of the SEC’s Private Fund Rule.
Our focus is to help the private fund industry meet their reporting needs within a compressed time frame with speed, efficiency and accuracy.
Integrated Data Management with Data Transformation
Private fund data often exists disparately across funds, structures, and clients, making structured reporting a significant hurdle. Synapse, our innovative data collection, aggregation, and enrichment tool, serves as the gateway to our Private Fund Platform. It streamlines disparate data, empowering clients to access structured and relevant information efficiently.
Unified solutions for comprehensive reporting
Confluence’s Private Fund Reporting Platform empowers Private Funds to fulfill periodic reporting obligations while also ensuring that annual, interim, and quarterly reports are generated from the same data sets, offering consistency and efficiency in compliance efforts through AI based automated reconciliation. Our platform includes integrated data analytics to supplement and enrich client data providing a truly end-to-end platform. Whether it's PF, PQR, AIFMD, 13G, annual reports or future evolving regulations, our platform stands ready to meet your diverse reporting needs.
Revolutionary Analytics and Calculations
Powered by our analytics engine, Confluence provides advanced performance, risk and attribution analytics essential for generating regulatory reports and eliminating the need for additional external technology solutions to reduce the overall number of vendors or solutions within the process.
Innovative AI Technology for Reconciliation
Unity Rex, our AI-based reconciliation engine, is the cornerstone of consistency. It meticulously ensures that values and information presented across diverse reports align perfectly, improving accuracy before sending reports to clients, regulators or other third-party recipients.
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