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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

Features
Full feature search for "Confluence"
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A capital matter

Brian Bollen on why capital markets technology needs a rapid update and how this can be achieved

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Getting it right

Proxymity’s Jonathan Smalley, Broadridge’s Demi Derem and Confluence’s Greg Hotaling share their thoughts on all the recent developments in the shareholder rights sphere

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Plan for the unexpected

Confluence's Chantal Mantovani highlights the importance that the fund industry begins promoting the modelling of the possible shift in market expectations and associated liquidity crunch

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Pivoting from optimisation to automation

Gary Casagrande of Confluence explains why firms that move first to embrace and operationalise the digital transformation of their back-office operations will reap the biggest advantages

Interviews
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Nicola Le Brocq
Confluence

Regulation, particularly the EU’s Alternative Investment Fund Managers Directive, has to be more proportionate, says Confluence’s Nicola Le Brocq

Country profiles
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Ireland

Ireland’s post-crisis funds industry seems to have landed on its feet, but it has more than just the luck of the Irish on its side

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Canada

Known for its prudent regulation, Canada has managed to weather financial storms coming from the south and across the Atlantic. And custodian banks have been front and centre while riding out the turmoil

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