As a global leader in data-driven solutions for efficiency and control, Confluence solves tough data management and automation challenges for the asset management industry, including performance reporting, regulatory reporting, investor communications and fund expense management. Confluence solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations, which results in lower costs, reduced risk, decreased reporting turnaround times and the scalability to automate more processes without additional resources. The platform features solutions to support a wide array of fund types - including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds. Seven of the top 10 global service providers license Confluence products and eight of the top 10 global asset managers have business processes automated through Confluence.
Headquartered in Pittsburgh, Confluence serves the international fund industry with locations in Brussels, Dublin, Ho Chi Minh City, London, Luxembourg and San Francisco. For more information, visit www.confluence.com.
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
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
Aquata Marketplace provides users with access to preconfigured integrations with 20 third-party partners including data and software providers, counterparties, and fund administrators
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
Achieving operational efficiency today should be a priority for asset managers, if they’re going to survive tomorrow. Todd Moyer of Confluence explains why
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