Confluence

Confluence

50 Gresham Street
London
EC2V 7AY
United Kingdom

Contact
Hugh Byrne


Telephone
+44 20 7397 2612


Email
HByrne@confluence.com


Website
www.confluence.com/en-us/
As a global leader in data-driven solutions for efficiency and control, Confluence solves tough data management and automation challenges for the asset management industry, including performance reporting, regulatory reporting, investor communications and fund expense management. Confluence solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations, which results in lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources. The platform features solutions to support a wide array of fund types - including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds. Seven of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.

Headquartered in Pittsburgh, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco. For more information, visit www.confluence.com.
Confluence Features archive
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Missing the Point
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As the long-standing Barclays Point risk analytics solution winds down to retirement, investment managers have some tricky decisions to make, according to Confluence’s Katie Kiss
Regtech and roll
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Regulators must encourage innovation in asset management to make compliance easier for everyone, says Confluence’s Nicola Le Brocq
POINT and click
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With market indices disappearing, asset managers will have to look for new partners for fixed income attribution, says Confluence’s Philippe Gregoire
Bumpy roads ahead
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Achieving operational efficiency today should be a priority for asset managers, if they’re going to survive tomorrow. Todd Moyer of Confluence explains why
Confluence Interview archive
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Nicola Le Brocq
Confluence
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Regulation, particularly the EU’s Alternative Investment Fund Managers Directive, has to be more proportionate, says Confluence’s Nicola Le Brocq
Confluence News archive
Featured on Securities Lending Times
TPAs and managers looking to outsource fintech
18 August 2017 | London | Reporter: Jenna Lomax
Global third-party administrators and asset managers are looking to outsource financial technology at an increasing rate, according to Domenic Ionadi, strategic account manager at Confluence
Confluence wins another AIFMD mandate
14 February 2017 | Pittsburgh | Reporter: Stephanie Palmer
Arendt Regulatory & Consulting has selected Confluence’s Unity NXT regulatory reporting solution to support clients’ transparency reporting under the Alternative Investment Fund Managers Directive
Confluence called upon for AIFMD reporting
05 January 2017 | London | Reporter: Stephanie Palmer
Royal London Asset Management has appointed Confluence’s Unity NXT solution to help meet reporting requirements under the Alternative Investment Fund Managers Directive...
Back-office automation and reporting still a priority
27 September 2016 | Pittsburgh | Reporter: Becky Butcher
Asset management professionals continue to prioritise back-office automation and managing increased regulatory reporting, according to a new Confluence survey...
Confluence grabs Casagrande for new role
21 January 2016 | Pittsburgh, Pennsylvania | Reporter: Stephanie Palmer
Confluence has hired Gary Casagrande to the newly created role of global head of investor communications and expense solutions...
Unity is the key for Confluence
28 October 2015 | London | Reporter: Stephanie Palmer
Confluence has launched a new performance and analytics product, Unity, providing a performance calculation and risk analysis platform for retail funds and institutional products...
Confluence expands European team
11 August 2015 | London | Reporter: Stephanie Palmer
Confluence has Hired Katie Kiss as director for performance analytics, based in the London office...
Confluence appoints duo to London office
23 March 2015 | London | Reporter: Becky Butcher
Confluence has appointed Tom Pfister as manager of Europe, Middle East and Asia (EMEA) market management and Nicola Le Brocq as regulation and compliance market analyst to its London office...
Confluence reinforces European commitment
19 February 2015 | London | Reporter: Becky Butcher
Confluence has promoted Salvatore Pent to COO for its global operations...
Orfival acquired by Confluence
02 December 2014 | Pittsburgh | Reporter: Stephen Durham
Confluence has acquired Belgium-based data solutions provider Orfival...
Confluence adds Orfival to analytics family
01 December 2014 | Brussels | Reporter: Stephanie Palmer
Confluence has acquired specialist fund analytics company Orfival, with the aim of adding new capabilities in performance risk analytics and attribution services...
Mitsubishi UFJ joins with Confluence for new launch
29 October 2014 | Hamilton, Bermuda | Reporter: Becky Butcher
Mitsubishi UFJ Fund Services has engaged Confluence to provide it with a range of reporting solutions for the firm’s new Annex IV Reporting Services for alternative investment fund managers...
Survey reveals concern over manual operations
28 October 2014 | Pittsburgh | Reporter: Stephanie Palmer
There is growing concern over manual processing in back-office operations, according to Confluence’s 2014 Asset Management Industry Trends survey...
Fundsquare and Confluence partner up for AIFMD
20 October 2014 | Luxembourg | Reporter: Stephanie Palmer
Software company Confluence is teaming up with market infrastructure specialist Fundsquare to work towards a simplified system for transparency reporting under AIFMD...
New addition for Confluence
06 October 2014 | Pittsburgh | Reporter: Stephen Durham
Confluence has appointed Irfan Salim to its board of directors...
Confluence and LOIM in UNITY over solutions
07 August 2014 | Luxembourg | Reporter: Catherine Van de Stouwe
Confluence is to provide its automated budgeting application for asset managers to Lombard Odier Investment Managers (LOIM)...
BlueBay selects Confluence for reporting solution
02 July 2014 | Pittsburgh | Reporter: Catherine Van de Stouwe
BlueBay Asset Management has selected Confluence’s Unity NXT regulatory reporting solution to automate its data reporting processes...
Survey reveals uncertainty among fund managers
02 April 2014 | Pittsburgh | Reporter: Stephen Durham
67 percent of alternative investment fund managers (AIFMs) say they are still concerned with reporting to local regulators, according to Confluence's 2014 Alternative Investment Fund Management Directive (AIFMD) Transparency Reporting Survey...
Back offices have learnt from banks' mistakes
08 January 2013 | New York | Reporter: Georgina Lavers
Untapped data gold mines are the future for fund administrators, predicted Confluence in a recent report...
Confluence hires for European sales
25 November 2013 | Pittsburgh | Reporter: Georgina Lavers
Confluence, a provider of data solutions for the investment management industry, has hired Jimmy Harrington as a global sales account executive...
Confluence buys Data Agent
13 September 2013 | Pittsburgh | Reporter: Georgina Lavers
Confluence has acquired Data Agent, a provider of alternative investment industry data management and reporting solutions...
Winston and Smith rise up the ranks at Confluence
06 February 2013 | San Francisco | Reporter: Georgina Lavers
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Two of the Confluence’s key executives—James Smith and Frederick Winston—have been appointed to the roles of COO and CFO, respectively...
Confluence predicts ‘coming of age’ for fund administrators
14 January 2013 | New York | Reporter: Georgina Lavers
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A rise in cloud computing and financial services technology has led to greater customisation and delivery speed, says Confluence....
Confluence expands Luxembourg team
12 December 2012 | Pittsburgh and Luxembourg | Reporter: Georgina Lavers
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Confluence, a provider of data solutions for the investment management industry, has recruited Raphael Junker as a global sales account executive...
Confluence recruits Frédéric Simon
07 September 2012 | Luxembourg | Reporter: Jenna Jones
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Global fund administration company, Confluence has appointed Frédéric Simon as a global sales account executive, based in Luxembourg...
Confluence creates new leadership roles
18 June 2012 | Pennsylvania | Reporter: Mark Dugdale
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Automated data management solutions provider Confluence has created three senior vice president positions, as well as a HR leadership role...
Jayawardana to develop product at Confluence
09 May 2012 | Pittsburgh and Luxembourg | Reporter: Georgina Lavers
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Confluence, an automated data management solutions provider, has welcomed Melvin Jayawardana as its European fund administration product manager...
Confluence shuffles at the top
08 February 2011 | Pittsburgh | Reporter: Steven Lafferty
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Confluence, has announced two strategic leadership promotions effective immediately. Kirk Botula has been promoted to President and COO, and Confluence Founder Mark Evans is assuming the role of Chairman and CEO.