Confluence
HQ Address
Nova Tower One, One Allegheny Square - Suite 800, Pittsburgh, PA 15212-5346, United States
Website Address
Business introduction
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
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Since 1991, Confluence has been building and delivering innovative products for asset owners, asset managers and asset service providers that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs. With the 2019 acquisition of StatPro, Confluence offers a broader range of data-driven solutions, delivering a full set of products to the front, middle and back office to reduce risk and increase efficiency. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.
Confluence Solutions
Data Technology & Services
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......
business needs
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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. Operational excellence through automation Support your global operating model by automating and streamlining the collection of data, analysis, reporting and delivery in a controlled......
business needs
view solutionManaged Services
Performance reporting outsourcing service Increase efficiency and scale while reducing costs and risk Apply structure and additional controls to your Performance Reporting workflow. Focus on your core competencies while our performance experts implement practices that allow your business to scale efficiently without adding staff. Elevate service levels by streamlining processes, reducing manual......
business needs
- Business Process Management & Outsourcing
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
Performance & Analytics
Empowered performance teams The performance team is a crucial cog in the investment lifecycle and the team is essential in critical decision-making, regulatory compliance and integrity, and building client trust. The ability to accurately measure and evaluate your portfolio’s performance is critical to your investment decisions. Performance teams need the right tools......
business needs
view solutionRegulatory
Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates. Proven and trusted - regulatory reporting As the demand for regulatory transparency increases, a scalable and automated reporting solution with extended asset class coverage is necessary to ensure consistent oversight of risk and the ability to quickly respond to......
business needs
view solutionRisk
Integrated risk solution Risk is an integral part of generating returns. Managing and reporting your portfolio risk is critical to ensuring client and regulatory confidence in your investment strategy and internal risk management process. To successfully achieve this, risk needs to be assessed consistently and comparably by both the front and middle......
