Annex Wealth Management selects new Confluence solution
19 September 2024 UK
Image: AhmadTriwahyuutomo/stock.adobe.com
Annex Wealth Management will commence the use of Confluence’s Revolution Composites solution to enhance efficiency, scalability and risk management for its composite reporting.
The solution aims to offer customised performance calculations and reporting along with rules automation for composite calculations to asset managers and service providers.
The platform is further said to provide flexible reporting and compliance to all industry requirements for Annex clients.
Damian Handzy, managing director of Analytics at Confluence, comments: “We are excited to support Annex for its composites needs to meet its next stage of growth and services for its clients. Our Revolution Composites product is uniquely positioned to scale and support market needs based on its flexible workflow, robust calculations [and] advanced automation.”
Managing director of operations at Annex Wealth Management, Steve Dryer, concludes: “Confluence has become a trusted partner in understanding our challenges and needs at a time when we’re looking to scale our composite reporting and to achieve further risk reduction.”
The solution aims to offer customised performance calculations and reporting along with rules automation for composite calculations to asset managers and service providers.
The platform is further said to provide flexible reporting and compliance to all industry requirements for Annex clients.
Damian Handzy, managing director of Analytics at Confluence, comments: “We are excited to support Annex for its composites needs to meet its next stage of growth and services for its clients. Our Revolution Composites product is uniquely positioned to scale and support market needs based on its flexible workflow, robust calculations [and] advanced automation.”
Managing director of operations at Annex Wealth Management, Steve Dryer, concludes: “Confluence has become a trusted partner in understanding our challenges and needs at a time when we’re looking to scale our composite reporting and to achieve further risk reduction.”
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