Confluence’s Revolution is a cloud-based platform, offering vital analysis of portfolio performance, attribution, risk and compliance — helping clients reduce costs, improve client communication and control investment decisions

Confluence Technologies has partnered with fund service company FundHero S.A. to combine its compliance technology with Confluence’s cloud-based Revolution platform to administer an exclusive managed software offering

Confluence Technologies, the Pittsburgh-based technology solutions provider, is to acquire Compliance Solutions Strategies, a global regtech company

By Q3 2021, Delta, Confluence’s risk and performance solution will have expanded coverage powered by J.P. Morgan’s proprietary analytics to include US securitised products

The new client, which currently manages more than €70 billion in assets, will utilise Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs

Confluence has completed its acquisition of the StatPro Group, including its cloud-based portfolio analytics, asset data services, and data management solutions

Confluence Technologies has appointed Sunil Rajan as global head of sales, based in the company’s London office

Confluence Technologies has acquired StatPro Group, a global provider of cloud-based portfolio analytics, asset data services and data management tools

Confluence has launched Unity NXT, a regulatory reporting platform to help clients prepare for the more complex disclosures required under the new European Securities and Markets Authority (ESMA) Money Market Fund Regulation

Northern Trust has partnered with Confluence to provide financial and regulatory reporting assistance to European funds and asset managers

Confluence clients have complied with Form N-PORT filing requirements by implementing its Unity NXT regulatory reporting solution

Joe Bree, industry veteran with 20 years of experience in financial services, joins Confluence