Search Results for: Confluence

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting
Finance Fintech News

Confluence Helps Clients Achieve Compliance with SEC Tailored Shareholder Reporting

Business Wire
by Business Wire0
Confluence’s industry-leading solution successfully completed TSR filings for fund administrator and asset manager clients Confluence Technologies, Inc. (“Confluence”), a global financial technology solution provider for regulatory, analytics, and investor communications, announced today that its industry-leading Unity platform suite of products went live and completed filings for the U.S. Securities and......
Confluence Unveils Next-Gen Regulatory Reporting Solution
Finance Fintech Investments News

Confluence Unveils Next-Gen Regulatory Reporting Solution

Business Wire
by Business Wire0
The new Omnia platform delivers best-of-breed flexibility, scalability, and speed for global regulatory and filing requirements. Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory, analytics, and investor communications for the investment management industry, today launched Omnia, its next-generation regulatory reporting platform. Designed for asset managers and fund......
Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
Investment Services News

Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry

Business Wire
by Business Wire0
Confluence Technologies, a global technology solutions provider to the investment management industry, announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. Latest Fintech Interview: Global Fintech Interview with Anndy Lian, Intergovernmental Blockchain Expert, Partner at Blockchain Technology As the first application,......
Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside
Investment Services News

Arcesium and Confluence Partner to Deliver Efficiencies for the Buyside

PR Newswire
by PR Newswire0
Arcesium, a leading global financial technology firm, and Confluence, a leading global technology solutions provider for the investment management industry, announced a partnership to deliver an integrated data management and analytics solution for middle/back-office operations for asset managers, built to bring workflow efficiency in performance, risk, and regulatory reporting. The......
Confluence and FundGuard Partner to Streamline Fund Reporting
Investment Services News

Confluence and FundGuard Partner to Streamline Fund Reporting

Business Wire
by Business Wire0
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting......
Investments News

Confluence’s Composites Solution Chosen By Madison Investments

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering.......
Confluence Announces Partnership with Fund Service Provider, FundHero
Fintech News

Confluence Announces Partnership with Fund Service Provider, FundHero

Fintech News Desk
by Fintech News Desk0
Combined offering will provide clients in Luxembourg and Germany with robust risk and regulatory reporting solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced it has secured a multi-year agreement with FundHero S.A. (“FundHero”), a Luxembourg-based fund service......
Fintech News

Confluence, Backed By Clearlake Capital And TA Associates, To Acquire Investment Metrics For $500M

Fintech News Desk
by Fintech News Desk0
Acquisition of leading provider of investment data, performance, analytics, and research software solutions expands Confluence’s reach in the investment management industry Confluence Technologies, Inc. , a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced that it has agreed to acquire Investment Metrics for US$500......
Futuregrowth Asset Management Expands Strategic Relationship with Confluence
Investments News Risk Management

Futuregrowth Asset Management Expands Strategic Relationship with Confluence

Fintech News Desk
by Fintech News Desk0
South African-based asset manager with $13B in AUM moves into Production with Confluence’s Delta solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment data challenges, today announced it has expanded its relationship with Futuregrowth Asset Management (Pty) Ltd (“Futuregrowth”). Futuregrowth is......
Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator
Investment Services Investments News

Confluence’s Risk API Solution Chosen by Leading Global Fund Administrator

Fintech News Desk
by Fintech News Desk0
Under a long-term contract, the new global fund administrator client will employ Confluence’s cloud-based Risk API solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced it has secured a long-term contract with a leading global fund administrator that......
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