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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

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

Confluence set to acquire Fundpeak
16 April 2021 US
Reporter: Maddie Saghir

Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory reporting requirements

French diversified asset manager selects Confluence’s performance platform
02 February 2021 US
Reporter: Maddie Saghir

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 completes integration of StatPro
29 July 2020 Pennsylvania
Reporter: Rebecca Delaney

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

Confluence bolsters senior sales team
24 June 2020 London
Reporter: Rebecca Delaney

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