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Confluence Technologies

Data-driven investment management solutions to optimize efficiency and control.

Overview

Confluence Technologies provides data-driven investment management solutions globally, partnering with clients to deliver products and services that enhance operational efficiency and control.

Their offerings include performance and analytics, risk management, data technology and services, regulatory compliance, and investor communications.

They serve over 1000 clients in 40 countries, including top asset managers and service providers, with specialized solutions for asset managers, asset owners, and asset service providers.

Key Features

+ Performance and attribution analytics
+ Risk management tools
+ Data technology and services
+ Regulatory compliance solutions
+ Investor communications management
+ ESG solutions
+ Private fund reporting platform

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