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Saphyre appoints Handzy as COO
16 February 2026 US
Reporter: Hansa Tote

Damian Handzy brings more than 25 years of executive experience in financial technology to the role, where he will lead global operations as the firm scales its platform

Canoe Intelligence and Confluence Technologies collaborate
03 February 2026 US
Reporter: Tahlia Kraefft

The collaboration delivers an AI-powered, end-to-end data automation workflow for asset allocators and asset owners managing alternative portfolios

Confluence Technologies appoints Rozanski to CFO
13 January 2026 US
Reporter: Hansa Tote

Kevin Rozanski will be responsible for shaping and executing the company’s financial strategy, overseeing financial operations, and partnering with the firm’s leadership team

Arcesium launches Aquata Marketplace
10 October 2025 US
Reporter: Zarah Choudhary

Aquata Marketplace provides users with access to preconfigured integrations with 20 third-party partners including data and software providers, counterparties, and fund administrators

Keenan comes to Confluence
27 May 2025 US
Reporter: Clelia Frondaroli

Based in Boston, Kathleen Keenan will be responsible for driving the firm’s product strategy and management, as well as overseeing the product and marketing divisions

BNP Paribas’ Securities Services selects Confluence
09 April 2025 UK
Reporter: Jack McRae

The Securities Services business will use Confluence’s solution to enhance the operational efficiency of its private capital services and automate financial reporting processes

Annex Wealth Management selects new Confluence solution
19 September 2024 UK
Reporter: Clelia Frondaroli

The solution aims to offer customised performance calculations and reporting along with rules automation for composite calculations to asset managers and service providers

Yealand Fund Services partners with Confluence
25 July 2024 UK
Reporter: Clelia Frondaroli

Adopting Confluence Valuations Pricing Service will enable Yealand to service global clients with new pricing snapshots relevant to UK and European markets

Confluence integrates MSCI ESG Research data into Style Analytics
25 March 2024 US
Reporter: Sophie Downes

The firm says the data will help meet the evolving needs of asset managers in the ESG landscape by offering in-depth analysis, comparison and enhancement of portfolios

BCBS proposes action on “window dressing” in G-SIB reporting
07 March 2024 Switzerland
Reporter: Bob Currie

Basel Committee considers requiring banks falling into scope of the Global Systemically Important Bank (G-SIB) framework to report G-SIB indicators based on average values over the reporting year, rather than by using year-end values

Confluence and Manaos partner on SFDR reporting solution
12 December 2023 US
Reporter: Lucy Carter

Through the partnership, Confluence will offer an end-to-end SFDR solution to its asset manager clients

State Street makes changes to investment services division
31 October 2023 US
Reporter: Lucy Carter

Ron O’Hanley will replace Louis Maiuru as president of the investment services business, effective 1 January 2024