www.confluence.com Open in urlscan Pro
2606:4700:4400::ac40:9a43  Public Scan

Submitted URL: http://confluence.com/
Effective URL: https://www.confluence.com/
Submission: On October 24 via manual from DK — Scanned from DK

Form analysis 5 forms found in the DOM

GET https://www.confluence.com/

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ARTICLE


ESG DISCLOSURE REGULATIONS: CREATING DATA-DRIVEN, FUTURE-PROOF REPORTING AND
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NEWS


CONFLUENCE’S COMPOSITES SOLUTION CHOSEN BY MADISON INVESTMENTS

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ARTICLE


WHY FIRMS ARE STRUGGLING TO MEET THE LOOMING DEADLINE ON THE SEC MARKETING RULE
AND HOW THEY CAN ACCELERATE COMPLIANCE

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ICE AND CONFLUENCE TO OFFER INTEGRATED ESG SOLUTION FOR ENHANCED SFDR COMPLIANCE
REPORTING

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CSS WEBINAR: FIRESIDE CHAT WITH RICHARD BEST, DIRECTOR, DIVISION OF
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NEWS


CONFLUENCE’S ESG SOLUTION SEES ACCELERATED CLIENT GROWTH IN 2022 FOLLOWING
INTEGRATION OF CAPABILITIES FROM RECENT ACQUISITIONS

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ARTICLE


ESG DISCLOSURE REGULATIONS: CREATING DATA-DRIVEN, FUTURE-PROOF REPORTING AND
ANALYSIS

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NEWS


CONFLUENCE’S COMPOSITES SOLUTION CHOSEN BY MADISON INVESTMENTS

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Conf Composites
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ICE and confluence to offer...
CSS Webinar: Fireside Chat with Richard Best, Director, Division of
Examinations, SEC
Navigating the Road to SEC Compliance: SEC Marketing Rule
Confluence’s ESG Solution Sees Accelerated Client Growth in 2022 Following
Integration of Capabilities from Recent Acquisitions
ESG Disclosure
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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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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.

Learn more
Performance Measurement
GIPS Compliance
Attribution
Reporting
Hosted Portfolio Management
Fund Performance

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.

Learn more
Multi-Asset Risk
Risk Analytics

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.

Learn more
Investment Data Warehouse
Data Transformation
Complex Asset Pricing
Pricing Valuation Services
ESG Indices and Benchmarks
Custom Reporting Solution
Index Benchmark Services

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.

Learn more
Regulatory Compliance
Regulatory Reporting
Post Trade Compliance

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.

Learn more
Financial Reporting
Prospectus
Factsheets
Fund Expense Management


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.

Find out more


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.

Find out more


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.

Find out more


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.

Find out more


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.

Find out more


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.

Find out more


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LATEST NEWS


CONFLUENCE’S COMPOSITES SOLUTION CHOSEN BY MADISON INVESTMENTS

Confluence, a global technology solutions provider, signed a multi-year contract
with Madison Investments (“Madison”).

...
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IN THE NEWS: MARKETS MEDIA: ESG STRATEGY: THINK REGULATION, DATA, AND BUDGET

In the absence of ESG regulations, investment managers have latitude to define
relevant ESG factors when marketing their strategies.

...
Read More


ICE AND CONFLUENCE TO OFFER INTEGRATED ESG SOLUTION FOR ENHANCED SFDR COMPLIANCE
REPORTING

Intercontinental Exchange, Inc and Confluence today announced that Confluence
will leverage ICE’s Environmental, Social and Governance (ESG) data as part of
its ESG Sustainable Finance Disclosure...

Read More


CONFLUENCE’S ESG SOLUTION SEES ACCELERATED CLIENT GROWTH IN 2022 FOLLOWING
INTEGRATION OF CAPABILITIES FROM RECENT ACQUISITIONS

Confluence announced today that its ESG solution is seeing significant industry
adoption following the integration of capabilities through the successful
acquisitions of Investment Metrics and Comp...

Read More


CONFLUENCE RANKS FIRST IN “PERFORMANCE ATTRIBUTION” AT 2022 CHARTIS RISKTECH
BUYSIDE50 AWARDS

Confluence, the global technology solutions provider, announced today it has
been ranked first in “Performance Attribution” at the 2022 Chartis RiskTech
BuySide50 Awards.

...
Read More


CONFLUENCE APPOINTS SANJOY CHATTERJEE AS CHIEF STRATEGY OFFICER

today announced the appointment of Sanjoy Chatterjee as Chief Strategy Officer.
Chatterjee is also the Managing Director of Confluence’s Investment Insights &
Research product division and w...

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CONFLUENCE WINS “BEST PERFORMANCE MEASUREMENT SYSTEM” AT 2022 FTF NEWS
TECHNOLOGY INNOVATION AWARDS

“Best Performance Measurement System” for the second year in a row at the FTF
News Technology Innovation awards, hosted by the Financial Technologies Forum
and FTF News. This is Confluence’s ...

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CONFLUENCE APPOINTS CHRIS RIGGIO AS CHIEF REVENUE OFFICER AND PHILLIPA MCLUNE AS
CHIEF CLIENT OFFICER

Confluence announces the appointment of Chris Riggio as Chief Revenue Officer
(CRO) and Phillipa McLune as Chief Client Officer (CCO).

...
Read More


CONFLUENCE NOMINATED FOR 2 FTF NEWS TECHNOLOGY INNOVATION AWARDS

Confluence Technologies, today announced it has been shortlisted for the
following two awards at this year’s FTF News Technology Innovation Awards: Best
Regulatory Reporting Solution and Best Pe...

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CONFLUENCE WINS “BEST REGULATORY REPORTING SOLUTION” AT FUND INTELLIGENCE AWARDS
FOR SECOND YEAR IN A ROW

Confluence Technologies, Inc. (“Confluence”), a global technology solutions
provider helping the investment management industry solve complex investment
data challenges, has won Best Regulator...

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CONFLUENCE WINS THE 2022 “PERFORMANCE ATTRIBUTION PRODUCT OF THE YEAR” AWARD
FROM RISK.NET FOR SIXTH CONSECUTIVE YEAR

Confluence Technologies, Inc. (“Confluence”), a global technology solutions
provider helping the investment management industry solve complex investment
data challenges, has won the Performanc...

Read More


CONFLUENCE SEES CONTINUED GROWTH IN EUROPE WITH DELIVERY OF RISK AND PERFORMANCE
API SOLUTION TO LEADING PARIS-BASED GLOBAL ASSET MANAGER

Confluence Technologies, Inc. (“Confluence”), a global technology solutions
provider helping the investment management industry solve complex investment
data challenges, today announced it has ...

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