News search | Securities Finance Times

Generic business image for news articles

Confluence collaborates with J.P. Morgan to deliver portfolio analytics solution
06 May 2021 US
Reporter: Maddie Saghir

By Q3 2021, Delta, Confluence’s risk and performance solution will have expanded coverage powered by J.P. Morgan’s proprietary analytics to include US securitised products

Confluence expands collaboration with Futuregrowth Asset Management
21 April 2021 US
Reporter: Maddie Saghir

As Futuregrowth continues to look for ways to integrate into the cloud, Delta’s API capabilities and its ability to perform calculations makes the solution an ideal fit

Confluence set to acquire Fundpeak
16 April 2021 US
Reporter: Maddie Saghir

Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory reporting requirements

French diversified asset manager selects Confluence’s performance platform
02 February 2021 US
Reporter: Maddie Saghir

The new client, which currently manages more than €70 billion in assets, will utilise Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs

Confluence completes integration of StatPro
29 July 2020 Pennsylvania
Reporter: Rebecca Delaney

Confluence has completed its acquisition of the StatPro Group, including its cloud-based portfolio analytics, asset data services, and data management solutions

Confluence bolsters senior sales team
24 June 2020 London
Reporter: Rebecca Delaney

Confluence Technologies has appointed Sunil Rajan as global head of sales, based in the company’s London office

Confluence acquires StatPro Group
29 October 2019 London
Reporter: Jenna Lomax

Confluence Technologies has acquired StatPro Group, a global provider of cloud-based portfolio analytics, asset data services and data management tools

Confluence launches Unity NXT for MMF regulation
23 September 2019 London
Reporter: Jenna Lomax

Confluence has launched Unity NXT, a regulatory reporting platform to help clients prepare for the more complex disclosures required under the new European Securities and Markets Authority (ESMA) Money Market Fund Regulation

Northern Trust and Confluence collaborate on reporting solutions
25 June 2019 London
Reporter: Rebecca Delaney

Northern Trust has partnered with Confluence to provide financial and regulatory reporting assistance to European funds and asset managers

New SEC filing deadline met by Confluence clients
04 June 2019 Pittsburgh
Reporter: Rebecca Delaney

Confluence clients have complied with Form N-PORT filing requirements by implementing its Unity NXT regulatory reporting solution

Confluence appoints Joe Bree
27 March 2019 Pittsburgh
Reporter: Maddie Saghir

Joe Bree, industry veteran with 20 years of experience in financial services, joins Confluence

Citi establishes new service ahead of SEC ruling implementation
24 April 2018 New York
Reporter: Jenna Lomax

Citi has established a service for clients facing the US Securities and Exchange Commission’s (SEC) rule changes affecting the US mutual fund industry later this year