Articles from Confluence Technologies, Inc.

Confluence Technologies, Inc. (“Confluence”), a global leader in data-driven investment analytics and regulatory reporting solutions, has released a new capability within its Revolution Composites platform that delivers standard GIPS® verification exports built specifically to the requirements of The Spaulding Group (TSG).

Confluence Technologies, a global leader in data-driven investment analytics and regulatory reporting solutions, today announced the launch of Style Analytics Fixed Income, extending its trusted equity analytics capabilities into the fixed income universe.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications in the investment management industry, today announced Kathleen Keenan's appointment as Chief Product Officer.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that Allspring Global Investments™ has selected its Style Analytics solution for enhanced transparency and improved competitive intelligence analysis for factor-based portfolio insights.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today announced that the Confluence Evaluated Fixed Income Pricing data feed is now available on Snowflake Marketplace. This gives firms more streamlined access to Confluence’s wide range of fixed income pricing data, increasing efficiency in fund calculations.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, proudly announced that its Revolution solution for multi-asset performance, attribution and risk analytics, has been named Best Buy-side Risk Management Initiative in the Last 12 Months by Waters Technology’s Buy-side Technology Awards, marking the fourth time Confluence has won the award for this category.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced that comprehensive wealth management firm Annex Wealth Management will use the Confluence Revolution Composites solution to improve efficiency, reduce risk, enhance scalability, and meet growing regulatory requirements like the SEC Marketing Rule for its composite calculations and reporting.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today announced it was recognized as a 2024 IDC FinTech Rankings Top 100 solution provider. The elite list features technology companies from around the globe that are focused on providing solutions to the financial services and FinTech industries. To view the list in its entirety, please visit https://www.idc.com/research/industry/fintech-rankings.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications today announced that Guardian Performance Solutions LLC (“Guardian”), a specialty compliance consulting firm, has chosen Revolution Composites as the solution of choice in their Managed Service offering for their asset management clients, helping them meet the Global Investment Performance Standards (GIPS®) and SEC Marketing Rule compliance while improving performance measurement service levels and reducing risk.

Confluence Technologies, Inc. (“Confluence”), a global financial technology solution provider for regulatory, analytics, and investor communications, announced today that its industry-leading Unity platform suite of products went live and completed filings for the U.S. Securities and Exchange Commission’s (SEC) Tailored Shareholder Reports (TSR). Confluence helps fund administrators and asset managers produce TSR documents and filings for tens of thousands of classes and achieve compliance with the SEC TSR.

Leading buy-side technology provider Confluence Technologies, Inc. (“Confluence”) has been named winner of the best solutions provider in the ‘Equity Performance Attribution’ category at the 2024 Chartis BuySideRisk50 awards.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications solutions for the investment management industry today announced that PARis, its industry-renowned portfolio analytics solution, was selected by the Institutional Consulting Services Group of Baird, the employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm. PARis will enable Baird to better service its institutional clients with data aggregation efficiencies, robust analytics, and flexible reporting capabilities to support different institutional client types on a single platform.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund administrators of all sizes, Omnia automates data integration, filing preparation and review – configured to the end user’s workflow and task management preferences – for an optimal user experience.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications, today announced Rex 2.0, a significant advancement of its AI-powered SaaS offering that delivers capabilities beyond TSR/Annual Report reconciliation, allowing the investment management industry to gain a new level of operational efficiencies and insights.

Confluence Technologies, Inc. (“Confluence”), a global technology solution provider for regulatory, analytics, and investor communications solutions for the investment management industry, today announced a partnership with Amundi Technology (“Amundi”) to provide performance attribution to Amundi’s ALTO platforms expanding capabilities for its clients and enabling them to make more impactful investment decisions.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider of regulatory, analytical and investor communications solutions for the investment management industry, today announced a strategic partnership with Northfield Information Services (“Northfield”), a leading portfolio management analytics provider. The partnership offers Confluence Revolution users seamless access to multi-factor attribution analytics for risk and performance, based on award-winning Northfield models.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics. This data will help meet the evolving needs of asset managers and fund selectors in an increasingly complex ESG landscape by offering in-depth analysis, comparison, and enhancement of portfolios.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider driving the investment management industry to gain greater insights from data, announced today the launch of Prism Analytics.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems.

Confluence Technologies, Inc. ("Confluence"), a global software provider helping the investment management industry solve complex investment data challenges, today announced that Joan Binstock has joined its board of directors. Confluence is backed by Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) and TA Associates (“TA”).

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will combine functionality from Confluence’s fund administration platform Unity™ and Revolution, its suite of asset management performance and risk solutions, with FundGuard’s investment accounting platform to increase operational efficiency and streamline fund reporting for asset managers, asset owners, and fund administrators.

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering.