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New SEC filing deadline met by Confluence clients
04 June 2019 Pittsburgh
Reporter: Rebecca Delaney

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

Confluence appoints Joe Bree
27 March 2019 Pittsburgh
Reporter: Maddie Saghir

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

Citi establishes new service ahead of SEC ruling implementation
24 April 2018 New York
Reporter: Jenna Lomax

Citi has established a service for clients facing the US Securities and Exchange Commission’s (SEC) rule changes affecting the US mutual fund industry later this year

Datatech is the next evolution, says Tom Pfister
16 April 2018 Pittsburgh
Reporter: Maddie Saghir

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

TA Associates invests in Confluence
15 March 2018 Boston
Reporter: Jenna Lomax

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

Confluence partners with ICE Data Services
22 February 2018 Pittsburgh
Reporter: Becky Butcher

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

Confluence sets its predictions for 2018
16 January 2018 Pittsburgh
Reporter: Jenna Lomax

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

Asset managers concerned about reliance on manual processes, says Confluence
15 November 2017 Pittsburgh
Reporter: Jenna Lomax

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

Todd Moyer promoted to COO of Confluence
04 October 2017 Pittsburgh
Reporter: Theo Andrew

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

TPAs and managers looking to outsource fintech
18 August 2017 London
Reporter: Jenna Lomax

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

Confluence wins another AIFMD mandate
14 February 2017 Pittsburgh
Reporter: Stephanie Palmer

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

Confluence called upon for AIFMD reporting
05 January 2017 London
Reporter: Stephanie Palmer

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