Practical Strategies: Creating Compliant Performance Advertisements
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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.
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Over 1000 clients use our services and solutions
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Servicing clients in 40 countries worldwide
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The top 10 asset managers rely on our solutions
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The top 10 service providers rely on our solutions
What we are doing
Latest News & Resources
![Press Release: Confluence Named to IDC FinTech Rankings Top 100](https://www.confluence.com/wp-content/uploads/2024/09/iiio-1080x675.jpg)
Press Release: Confluence Named to IDC FinTech Rankings Top 100
Confluence is also recognized as the Emerging FinTech by IDC Financial Insights
![When AI is a Compliance Team’s Best Friend:](https://www.confluence.com/wp-content/uploads/2024/09/iStock-1499722823-1080x675.jpg)
When AI is a Compliance Team’s Best Friend:
Artificial Intelligence (Al) has become an integral part of our daily lives, revolutionizing various industries, and transforming how we perform routine tasks. From personal assistants like Siri and Alexa to advanced machine learning algorithms that predict consumer...
![In The News: Drawdown](https://www.confluence.com/wp-content/uploads/2024/09/iStock-639114986-1080x675.jpg)
In The News: Drawdown
Todd Moyer, Confluence's President and Chief Operating Officer, recently spoke with The Drawdown about Confluence Rex, our advanced AI-driven solution that revolutionizes the reconciliation process for regulatory reporting by using Large Language Models (LLM) to...
![In The News: International Equities are ‘Lower-Hanging Fruit’ as Pensions Chop Equities Holdings](https://www.confluence.com/wp-content/uploads/2024/09/iStock-614506802-1080x675.jpg)
In The News: International Equities are ‘Lower-Hanging Fruit’ as Pensions Chop Equities Holdings
As pensions seek to decrease risk by slashing their equities allocations and buying up fixed income assets, international equities, which have tended to underperform other stocks in recent years, are taking the biggest hit, industry watchers say. Radhika Narang,...
Who we work with
Clients and industries
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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-3d-Projection](https://www.confluence.com/wp-content/uploads/2020/07/Performance-3d-Projection.png)
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-3d-Projection](https://www.confluence.com/wp-content/uploads/2020/07/Risk-3d-Projection.png)
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-3d-Projection](https://www.confluence.com/wp-content/uploads/2020/07/Data-3d-Projection.png)
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-3d-Projection](https://www.confluence.com/wp-content/uploads/2020/07/Regulatory-3d-Projection.png)
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-3d-Projection](https://www.confluence.com/wp-content/uploads/2020/07/Investor-3d-Projection.png)
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.