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Datatech is the next evolution, says Tom Pfister

Data technology is the next financial services evolution, and it’s already underway, according to Tom Pfister, vice president of global strategy at Confluence

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TA Associates invests in Confluence

TA Associates has completed a majority investment in Confluence and has appointed Jonathan Meeks and Kenneth Schiciano to the Confluence board of directors

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Confluence partners with ICE Data Services

Confluence and ICE Data Services have teamed up to help asset managers meet compliance with SEC Modernization and other regulatory reporting requirements

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Confluence sets its predictions for 2018

Confluence expects to see “eventual positive systemic change” when meeting new back-office demands

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Asset managers concerned about reliance on manual processes, says Confluence

In a recent Confluence report, 22 percent of asset managers said the reliance on manual processes was the biggest back-office challenge they faced

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Todd Moyer promoted to COO of Confluence

Previously executive vice president of global business development, Moyer will now lead Confluence’s operations, providing global direction, and will head up the sales, account management and marketing activities

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TPAs and managers looking to outsource fintech

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

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Confluence wins another AIFMD mandate

Arendt Regulatory & Consulting has selected Confluence’s Unity NXT regulatory reporting solution to support clients’ transparency reporting under the Alternative Investment Fund Managers Directive

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Confluence called upon for AIFMD reporting

Royal London Asset Management has appointed Confluence’s Unity NXT solution to help meet reporting requirements under the Alternative Investment Fund Managers Directive...

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Back-office automation and reporting still a priority

Asset management professionals continue to prioritise back-office automation and managing increased regulatory reporting, according to a new Confluence survey...

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Confluence grabs Casagrande for new role

Confluence has hired Gary Casagrande to the newly created role of global head of investor communications and expense solutions...

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Unity is the key for Confluence

Confluence has launched a new performance and analytics product, Unity, providing a performance calculation and risk analysis platform for retail funds and institutional products...

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