• Follow
  • Follow
  • Follow
  • Home
  • Solutions
      • Performance & Analytics
        Performance, attribution and composites
          • Performance & Analytics

            From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.

            Learn More about Performance & Analytics
            • Performance Measurement
            • GIPS Compliance
            • Attribution
            • Reporting
            • Hosted Portfolio Management
            • Fund Performance
      • Risk
        Multi-asset risk management and analytics
          • Risk

            As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements.

            Learn More about Risk
            • Multi-Asset Risk
            • Risk Analytics
      • Data Technology & Services
        Integrated data management and processing
          • Data Technology & Services

            As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.

            Learn More about Data Technology & Services
            • Investment Data Warehouse
            • Data Transformation
            • Complex Asset Pricing
            • Pricing and Valuation Services
            • ESG Indices and Benchmarks
            • Custom Reporting Solution
            • Index Benchmark Services
      • Regulatory
        Regulatory risk, compliance and reporting
          • Regulatory

            Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.

            Learn More about Regulatory
            • Regulatory Compliance
            • Regulatory Reporting
            • Post Trade Compliance
      • Investor Communications
        Reporting, disclosures and fact sheets
          • 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.

            Learn More about Investor Communications
            • Financial Reporting
            • Prospectus
            • Fact Sheets
            • Fund Expense Management
  • Services
    • Managed Services
    • Support
  • Clients
    • Asset Owners
    • Asset Service Providers
    • Asset Managers
  • Resources
    • Blog
    • Articles
    • Case Studies
    • White Papers
    • Videos
    • Glossary
    • Content Hub
      • Liquidity
      • GIPS®
      • Performance Measurement
  • Events
  • News
  • About
    • Our Story
    • Our People
      • Executive Leadership Team
      • Operational Leadership Team
    • Careers
    • Awards
    • Media Room
    • Social Responsibility
    • Information Security
    • COVID-19
  • Contact
    • Cape Town
    • Frankfurt
    • Ho Chi Minh City
    • London
    • Luxembourg
    • Milan
    • Montreal
    • New York
    • Paris
    • Pittsburgh
    • Sydney
    • Toronto
  • Log in
  • Home
  • Solutions
      • Performance & Analytics
        Performance, attribution and composites
          • Performance & Analytics

            From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.

            Learn More about Performance & Analytics
            • Performance Measurement
            • GIPS Compliance
            • Attribution
            • Reporting
            • Hosted Portfolio Management
            • Fund Performance
      • Risk
        Multi-asset risk management and analytics
          • Risk

            As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements.

            Learn More about Risk
            • Multi-Asset Risk
            • Risk Analytics
      • Data Technology & Services
        Integrated data management and processing
          • Data Technology & Services

            As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.

            Learn More about Data Technology & Services
            • Investment Data Warehouse
            • Data Transformation
            • Complex Asset Pricing
            • Pricing and Valuation Services
            • ESG Indices and Benchmarks
            • Custom Reporting Solution
            • Index Benchmark Services
      • Regulatory
        Regulatory risk, compliance and reporting
          • Regulatory

            Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.

            Learn More about Regulatory
            • Regulatory Compliance
            • Regulatory Reporting
            • Post Trade Compliance
      • Investor Communications
        Reporting, disclosures and fact sheets
          • 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.

            Learn More about Investor Communications
            • Financial Reporting
            • Prospectus
            • Fact Sheets
            • Fund Expense Management
  • Services
    • Managed Services
    • Support
  • Clients
    • Asset Owners
    • Asset Service Providers
    • Asset Managers
  • Resources
    • Blog
    • Articles
    • Case Studies
    • White Papers
    • Videos
    • Glossary
    • Content Hub
      • Liquidity
      • GIPS®
      • Performance Measurement
  • Events
  • News
  • About
    • Our Story
    • Our People
      • Executive Leadership Team
      • Operational Leadership Team
    • Careers
    • Awards
    • Media Room
    • Social Responsibility
    • Information Security
    • COVID-19
  • Contact
    • Cape Town
    • Frankfurt
    • Ho Chi Minh City
    • London
    • Luxembourg
    • Milan
    • Montreal
    • New York
    • Paris
    • Pittsburgh
    • Sydney
    • Toronto
  • Log in

Resources

Blog Articles Case Studies White Papers Videos

Watch: The New Confluence

Mark Evans, Founder & CEO of Confluence, explains the new Confluence brand.

Newest Resources

  • Confluence Wins “Best Regulatory Reporting Solution” at 2021 Fund Intelligence Operations and Services Awards
  • Questions and Challenges: Why and how investment management performance teams are looking for a way forward
  • Webinar: Navigating the SEC’s new derivatives rule
  • Link Fund Solutions and Confluence Launch Portfolio Compliance Solution for Link Funds in Europe
  • The front, middle, and back office aren’t what they used to be
Our Company
  • About Confluence
  • Our People
  • Careers
  • Awards
  • Media
Solutions
  • Performance & Analytics
  • Risk
  • Data Technology & Services
  • Regulatory
  • Investor Communications
Quick Links
  • Resources
  • Events
  • News
  • Support
  • Index Governance
Global Offices
  • Cape Town
  • Frankfurt
  • Ho Chi Minh City
  • London
  • Luxembourg
  • Milan
  • Montreal
  • New York
  • Paris
  • Pittsburgh
  • Sydney
  • Toronto
Search Confluence

Copyright © 2020 – Design by Lumisi

Modern Slavery and Human Trafficking Cookie Policy Terms of Use Privacy Notices

Copyright © 2020 – Design by Lumisi