Confluence Launches Rex 2.0, the Next-Generation AI Solution
Rex 2.0 unlocks capabilities beyond reconciliation to produce extraordinary efficiency gains for the investment management industry.
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: Yealand Fund Services selects Confluence for Valuations Pricing Service](https://www.confluence.com/wp-content/uploads/2024/07/EMIR-Refit-Webinar-1920x1080px-1080x675.jpg)
Press Release: Yealand Fund Services selects Confluence for Valuations Pricing Service
Delivering greater transparency and efficiency in the pricing of multiple asset classes to its clients
![Q2 Preliminary Plan Universe Performance](https://www.confluence.com/wp-content/uploads/2024/07/investment-metrics-net-flow-1080x675.jpg)
Q2 Preliminary Plan Universe Performance
July 2024 Q2 Preliminary Plan Universe Performance July 23rd, 2024During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%. Year to date, global equity markets have been strong with the MSCI ACWI...
![New in RegTech: Enhanced transaction reporting leans on tech, Proposed customer ID rules for US advisers, ESG reporting changes in Europe & Latest US adviser compliance tips](https://www.confluence.com/wp-content/uploads/2024/07/iStock-2157680539-1080x675.jpg)
New in RegTech: Enhanced transaction reporting leans on tech, Proposed customer ID rules for US advisers, ESG reporting changes in Europe & Latest US adviser compliance tips
What is the state of transaction reporting? For starters, the need to remain compliant is more relevant than ever, as regulators around the globe continue to reinforce reporting requirements. But as the space continues to mature, the focus is shifting from the "what"...
![SPECIAL EDITION: RegTech Report: U.S. Supreme Court Checks Regulator Power](https://www.confluence.com/wp-content/uploads/2024/07/iStock-1417915031-1080x675.jpg)
SPECIAL EDITION: RegTech Report: U.S. Supreme Court Checks Regulator Power
As we have seen with the SEC’s climate disclosure regime, its private funds rule and other initiatives, in the last few years the regulator has faced mounting legal challenges to its rulemaking authority. That skepticism was largely validated three weeks ago, when the...
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.