We are Confluence
Empowering Knowledge.
We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control.
0
Over 1000 clients use our services and solutions
0
Servicing clients in 40 countries worldwide
0
The top 10 asset managers rely on our solutions
0
The top 10 service providers rely on our solutions
What we are doing
Latest News & Resources
In the news: Running Before They Can Walk: Managing Compliance In The AI Era
Kyrsten Ritsema, Executive Director of Confluence Compliance Services, has authored a piece in WealthBriefing, detailing what it takes to manage compliance in the AI era.
68% of Financial Firms Say AI in Risk and Compliance is a Top Priority. Here are some best practices for thoughtful AI adoption.
Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back office. From data-driven portfolio analytics to compliance and regulatory solutions,...
Mastering 13f-2 Reporting: Key Insights for Staying Ahead of the Curve
With the new 13f-2 reporting rules fast approaching, the latest webinar from Confluence and SEI Regulatory Services, Navigating 13f-2 Reporting: Expert Insight and Strategic Approaches, shed light on the critical aspects of compliance. With a compliance deadline of...
Surviving Form PF: What to Expect and How to Prepare with Confidence
The information contained in this communication is for informational purposes only. Confluence, a Confluence company, is not providing legal, financial accounting, compliance or other similar services or advice through this communication. Recipients of this...
Who we work with
Clients and industries
What We Do
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
- Performance & Analytics
- Risk
- Data Technology & Services
- Regulatory
- Investor Communications
- ESG Solutions
- Private Fund Reporting Platform
Performance & Analytics
Performance, attribution and composites
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Risk
Multi-asset risk management and analytics
As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements.
Data Technology & Services
Integrated data management and processing
As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges.
Regulatory
Regulatory risk, compliance and reporting
Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
Investor Communications
Reporting, disclosures and fact sheets
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.
Data-Driven Solutions
We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.
Performance & Analytics
From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies.
Risk
As the demand for transparency continues to grow when it comes to clients and regulators looking for oversight with regards to financial and operational risk, a sophisticated and comprehensive risk solution is essential to mitigate risk and meet regulatory criteria.
Data Technology & Services
As the amount of data within the investment management industry continues to increase, and there is increasing demand from clients and regulator to provide detailed and granular analysis, we help you transform your raw data into meaningful and insightful solutions to complex data challenges.
Regulatory
Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates.
Investor Communications
Improve efficiency, control and scalability by transforming the way you manage investor communications. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications.