Confluence

Overview

Confluence Technologies is a global leader in data-driven investment management solutions. The company specializes in addressing complex data challenges within the investment management industry, providing products and services that enhance efficiency, control, and data transformation into actionable insights. With a workforce of over 450 employees, Confluence operates in 10 countries and serves clients across 40 countries, including 9 out of the top 10 asset managers and the top 10 service providers.

The company offers a comprehensive suite of integrated solutions tailored for investment firms. These include performance and analytics tools for portfolio oversight, risk management support, and integrated data management services. Confluence also provides regulatory compliance solutions, investor communications, ESG solutions, and a specialized platform for private fund reporting. Their focus is on delivering efficient, compliant, and data-driven insights to help clients navigate the complexities of the investment landscape.

Basic Information

Contact Details

• Phone: +44 20 8410 9876
• Website: confluence.com
• LinkedIn: linkedin.com/company/confluence-technologies

Key Focus Areas & Initiatives

• managed investment solutions
• data management automation
• alternative fund management
• regtech
• datatech
• finance
• performance analytics
• risk analytics
• performance verification
• asset class analysis
• data-driven investment
• performance attribution
• asset servicing
• investment data
• financial reporting
• asset managers
• asset management
• data automation
• compliance system
• automated disclosures
• investor communications
• alternative funds reporting
• regtech solutions
• data management
• regulatory reporting
• data transformation
• data quality control
• regulatory compliance
• b2b
• private fund reporting
• regulatory risk
• gips verification
• performance measurement
• style factor analysis
• fund performance
• esg data solutions
• private markets reporting
• securities and commodity contracts intermediation and brokerage
• financial technology
• multi-asset risk
• asset servicing automation
• risk management
• client reporting
• financial intelligence
• portfolio analytics
• data insights
• gips compliance
• esg reporting
• compliance automation
• data reconciliation
• regulatory mandates
• operational efficiency
• services
• composite management
• investment management
• data analytics
• portfolio performance
• attribution analysis
• hosted portfolio management
• institutional data insights
• investment data warehouse
• post-trade compliance
• financial reporting automation
• custom reporting solutions
• benchmark services
• compliance management
• transaction reporting
• investor relations
• investment compliance
• tailored reporting
• automated workflows
• scalable solutions
• data control
• cloud-based solutions
• market insights
• fact sheets creation
• performance strategy
• data processing services
• performance teams efficiency
• operational excellence
• institutional investment management
• investor marketing materials
• performance reporting software
• analytics solutions
• data-driven insights
• complex asset pricing
• adaptive reporting framework
• data integration
• financial services
• finance technology
• information technology & services
• enterprise software
• enterprises
• computer software

Technologies Used

• Adobe Media Optimizer
• Akamai App & API Protector
• Azure Devops
• Bluekai
• Cedexis Radar
• Circle
• CloudFlare
• CloudFlare CDN
• CloudFlare Hosting
• Confluence
• Delta
• DoubleClick
• DoubleClick Conversion
• Drupal
• Google AdSense
• Google AdWords Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Hubspot
• Jira
• Linkedin Marketing Solutions
• Microsoft Excel
• Microsoft Office 365
• Mobile Friendly
• Pantheon
• Pardot
• Python
• React
• SQL
• Signal
• Slack
• Vena
• Vidyard
• Vimeo
• Wistia
• WordPress.org
• Xamarin
• Zendesk

Affiliated Organizations & Regional Branches

• StatPro Revolution Alpha
• Global Capital Confluence
• Style Analytics
• Fundpeak Inc.
• StatPro
• Data Agent, LLC
• Investment Metrics
• Ascendant Compliance Management
• Compliance Solutions Strategies (CSS)