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Joan Binstock joins Confluence board
24 April 2023 UK
Reporter: Lucy Carter

Software provider Confluence Technologies has appointed Joan Binstock to its board of directors. The company is backed by Clearlake Capital and TA Associates

OMMM converts to Confluence’s Revolution Performance solution
06 April 2023 UK
Reporter: Lucy Carter

A cloud-native solution, Revolution Performance aims to provide an easier attribution reporting service to clients

Northern Trust launches Market Risk Monitor
03 April 2023 US
Reporter:

Northern Trust has released Market Risk Monitor as an expansion of its risk analytics services, offering vendor-supported risk analytics and a proprietary suite of investment analytics

Confluence and FundGuard partner for operational efficiency
21 March 2023 US
Reporter: Jenna Lomax

Confluence’s suite of asset management performance and risk solutions Unity and Revolution will be merged with FundGuard’s investment accounting platform

Confluence and ICE partner on SFDR reporting solution
28 September 2022 US
Reporter: Lucy Carter

The partnership aims to give asset managers a single compliance reporting solution that will reduce the time and cost of compliance

Confluence appoints Sanjoy Chatterjee as chief strategy officer
24 June 2022 United Kingdom
Reporter: Jenna Lomax

Chatterjee is also the managing director of Confluence’s investment insights and research product division

Confluence adds to senior team
20 April 2022 UK
Reporter: Jenna Lomax

Technology solutions provider Confluence has appointed Chris Riggio as chief revenue officer and Phillipa McLune as chief client officer

Colorado’s Paralel Technologies chooses Confluence for reporting services
26 January 2022 US
Reporter: Jenna Lomax

Paralel Technologies, a Colorado-based fintech firm, has selected Confluence for its regulatory and reporting compliance

Confluence partners with ESG data specialists Trucost
10 December 2021 UK
Reporter: Jenna Lomax

Confluence’s Revolution is a cloud-based platform, offering vital analysis of portfolio performance, attribution, risk and compliance — helping clients reduce costs, improve client communication and control investment decisions

Confluence partners with FundHero to leverage Revolution platform
17 November 2021 Luxembourg
Reporter: Rebecca Delaney

Confluence Technologies has partnered with fund service company FundHero S.A. to combine its compliance technology with Confluence’s cloud-based Revolution platform to administer an exclusive managed software offering

Confluence Technologies set to acquire Compliance Solutions Strategies
15 November 2021 US
Reporter: Jenna Lomax

Confluence Technologies, the Pittsburgh-based technology solutions provider, is to acquire Compliance Solutions Strategies, a global regtech company

Clearlake Capital sets acquisition sights on Confluence
17 June 2021 US
Reporter: Maddie Saghir

Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake