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Confluence adds to senior team
20 April 2022
UK Reporter Jenna Lomax

Technology solutions provider Confluence has appointed Chris Riggio as chief revenue officer and Phillipa McLune as chief client officer

Colorado’s Paralel Technologies chooses Confluence for reporting services
26 January 2022
US Reporter Jenna Lomax

Paralel Technologies, a Colorado-based fintech firm, has selected Confluence for its regulatory and reporting compliance

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Confluence partners with ESG data specialists Trucost
10 December 2021
UK Reporter Jenna Lomax

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 partners with FundHero to leverage Revolution platform
17 November 2021
Luxembourg Reporter Rebecca Delaney

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 set to acquire Compliance Solutions Strategies
15 November 2021
US Reporter Jenna Lomax

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

Clearlake Capital sets acquisition sights on Confluence
17 June 2021
US Reporter Maddie Saghir

Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake

Confluence collaborates with J.P. Morgan to deliver portfolio analytics solution
06 May 2021
US Reporter Maddie Saghir

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

Confluence expands collaboration with Futuregrowth Asset Management
21 April 2021
US Reporter Maddie Saghir

As Futuregrowth continues to look for ways to integrate into the cloud, Delta’s API capabilities and its ability to perform calculations makes the solution an ideal fit

Features
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A capital matter

Brian Bollen on why capital markets technology needs a rapid update and how this can be achieved

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Getting it right

Proxymity’s Jonathan Smalley, Broadridge’s Demi Derem and Confluence’s Greg Hotaling share their thoughts on all the recent developments in the shareholder rights sphere

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Plan for the unexpected

Confluence's Chantal Mantovani highlights the importance that the fund industry begins promoting the modelling of the possible shift in market expectations and associated liquidity crunch

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Pivoting from optimisation to automation

Gary Casagrande of Confluence explains why firms that move first to embrace and operationalise the digital transformation of their back-office operations will reap the biggest advantages

Interviews
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Nicola Le Brocq
Confluence

Regulation, particularly the EU’s Alternative Investment Fund Managers Directive, has to be more proportionate, says Confluence’s Nicola Le Brocq

Country profiles
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Ireland

Ireland’s post-crisis funds industry seems to have landed on its feet, but it has more than just the luck of the Irish on its side

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Canada

Known for its prudent regulation, Canada has managed to weather financial storms coming from the south and across the Atlantic. And custodian banks have been front and centre while riding out the turmoil

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