As a global leader in data-driven solutions for efficiency and control, Confluence solves tough data management and automation challenges for the asset management industry, including performance reporting, regulatory reporting, investor communications and fund expense management. Confluence solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations, which results in lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources. The platform features solutions to support a wide array of fund types - including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds. Seven of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.
Headquartered in Pittsburgh, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco. For more information, visit www.confluence.com.
The solution aims to offer customised performance calculations and reporting along with rules automation for composite calculations to asset managers and service providers
Adopting Confluence Valuations Pricing Service will enable Yealand to service global clients with new pricing snapshots relevant to UK and European markets
The firm says the data will help meet the evolving needs of asset managers in the ESG landscape by offering in-depth analysis, comparison and enhancement of portfolios
Basel Committee considers requiring banks falling into scope of the Global Systemically Important Bank (G-SIB) framework to report G-SIB indicators based on average values over the reporting year, rather than by using year-end values
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
Achieving operational efficiency today should be a priority for asset managers, if they’re going to survive tomorrow. Todd Moyer of Confluence explains why
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