Confluence

Confluence solves data management and automation challenges for the asset management industry, including performance & regulatory reporting, investor communications and expense management. Our solutions enable asset managers and third-party administrators to consolidate and leverage data across business operations.

Company Announcements

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J.P. Morgan partners with StatPro to develop a multi-asset portfolio analytics solution for asset managers

24th June 2019

StatPro Group plc, ("StatPro", "the Group", AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, and the Corporate & Investment Bank of J.P. Morgan (NYSE: JPM) have today announced a strategic partnership with an initial term of five years...
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StatPro acquires ESG research and index business

13th June 2019

StatPro Group plc (AIM:SOG, “StatPro”, “the Group”), the AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has acquired the environmental, social and governance (“ESG”) research and index business unit (“ECPI”) from ECPI Group...
StatPro acquires regulatory risk services bureau from ODDO BHF
StatPro acquires regulatory risk services bureau from ODDO BHF

4th July 2018

StatPro Group plc (AIM:SOG, “StatPro”, “the Group”), the AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has acquired from ODDO BHF, its regulatory risk services bureau, for an undisclosed sum in cash. The acquisition adds a full, managed...
Gordon Bloor appointed divisional CEO of Source: StatPro
Gordon Bloor appointed divisional CEO of Source: StatPro

28th June 2018

StatPro Group plc, (“StatPro”, “the Group”, AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has appointed Gordon Bloor, as the CEO of one its divisions Source: StatPro. In 2019, the Group is to be structured into three divisions;...
Broadridge Partners with StatPro to Deliver Comprehensive Performance Analytics
Broadridge Partners with StatPro to Deliver Comprehensive Performance Analytics

6th June 2018

Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry. This partnership enhances the existing Broadridge Performance Reporting platform, which...
StatPro migrates key Revolution calculation engine to Microsoft Azure Data Lake Analytics platform
StatPro migrates key Revolution calculation engine to Microsoft Azure Data Lake Analytics platform

9th April 2018

StatPro Group plc, (“StatPro”, AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has migrated a key StatPro Revolution portfolio analytics engine to the Microsoft Azure Data Lake Analytics platform. StatPro Revolution’s cloud processor...
StatPro adds “Personal Dashboards” to Revolution
StatPro adds “Personal Dashboards” to Revolution

21st March 2018

StatPro Group plc, (“StatPro”, AIM: SOG), the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has added “Personal Configurable Dashboards” to StatPro Revolution in its March release. This powerful new feature, driven by client demand allows...
Confluence Predicts RegTech Will Make Way for “DataTech” Movement in Fund Services Operations in 2018
Confluence Predicts RegTech Will Make Way for “DataTech” Movement in Fund Services Operations in 2018

19th December 2017

As regulatory uncertainty continues and SEC Modernization becomes reality, Confluence predicts broader data-centricity in business operations and the adoption of data analytics in fund compliance and governance Pittsburgh, PA and London, December 18, 2017 – Confluence, the global leader in investment data management automation...
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StatPro Revolution wins Best Performance & Attribution product for second year running at the Risk.net Market Technology Awards

30th November 2017

The award ceremony was held in London on the 28th November 2017 and recognizes market technology providers that serve the global investment management industry. The awards are held to acknowledge those that have demonstrated exceptional customer service and innovative product development over the past 12 months. This accolade...
StatPro Group PLC Q3 trading update
StatPro Group PLC Q3 trading update

19th October 2017

StatPro Group plc, ("StatPro", "the Group", AIM: SOG), the cloud-based portfolio analysis and asset pricing services provider for the global asset management industry, provides a trading update for the nine months ended 30 September 2017.  Revenue and profits continue to be in line with the Board’s...