Confluence

Confluence solves complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data to meet the evolving needs of asset managers and service providers.

Company Announcements

Confluence Appoints Todd Moyer to Chief Operating Officer Role Accountable for Operational Excellence and Revenue Growth
Confluence Appoints Todd Moyer to Chief Operating Officer Role Accountable for Operational Excellence and Revenue Growth

4th October 2017

Confluence, the global leader in asset management back-office data consolidation and automation, today announced that Todd Moyer has been promoted to Chief Operating Officer, a strategic role focused on ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent...
StatPro signs three-year contract with leading independent fund administrator, FundBPO Pty Ltd (FundBPO)
StatPro signs three-year contract with leading independent fund administrator, FundBPO Pty Ltd (FundBPO)

1st August 2017

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 signed a three-year contract extension with FundBPO for StatPro Revolution, including a portfolio usage increase and an extension of...
Confluence Committed to Fund Industry Readiness for SEC Modernization Test Filings
Confluence Committed to Fund Industry Readiness for SEC Modernization Test Filings

26th July 2017

Draft Form N-PORT and Form N-CEN XML Schemas Released by SEC  The U.S. Securities and Exchange Commission (SEC) released their draft Form N-PORT and Form N-CEN XML schemas and respective Technical Guidance on Monday as the next step toward a test filing of the forms ahead of the June 1, 2018, compliance date. “Our...
StatPro welcomes new North American Sales Director and Group Executive Board member, Will Entwistle
StatPro welcomes new North American Sales Director and Group Executive Board member, Will Entwistle

25th July 2017

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, today announces the appointment of Will Entwistle, as North American Sales Director and Group Executive Board member at StatPro. Will is...
Continued Growth Spurs Confluence’s Move to Pittsburgh’s Newest Innovation Center
Continued Growth Spurs Confluence’s Move to Pittsburgh’s Newest Innovation Center

26th June 2017

Confluence, the global leader in investment data management automation, today opened its new headquarters at Nova Place, a 30-acre mixed-use, urban redevelopment project located on Pittsburgh’s historic Northside. The new 40,000 square-foot office space includes two sprawling floors connected by a central staircase, with open floorplans that...
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StatPro joins Cloud Security Alliance

27th April 2017

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 joined the Cloud Security Alliance (CSA), the world’s leading organization dedicated to defining and raising awareness of best practices to help ensure a...
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StatPro to acquire UBS Delta

7th April 2017

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 agreed to buy from UBS, its risk and performance analytics service, UBS Delta. UBS Delta will enable StatPro to extend its risk and...
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StatPro signs three-year CAD6.0m contract with Canadian wealth business

3rd April 2017

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 signed a three-year CAD6.0 million (£3.6 million) contract extension with a large Canadian wealth business for its Software as a...
Confluence Named Finalist for Two 2017 FTF News Technology Innovation Awards
Confluence Named Finalist for Two 2017 FTF News Technology Innovation Awards

6th March 2017

Shortlisted for Best Performance Measurement and Attribution System and Best Regulatory Reporting Solution  Confluence, the global leader in investment data management automation for regulatory, investor communications and performance and analytics, announced today that it has been named a finalist for the 2017 FTF News Technology...
Arendt Regulatory & Consulting Chooses Unity NXT™ Regulatory Reporting from Confluence for AIFMD Reporting
Arendt Regulatory & Consulting Chooses Unity NXT™ Regulatory Reporting from Confluence for AIFMD Reporting

13th February 2017

Confluence, the global leader in investment data management automation, today announced that Arendt Regulatory & Consulting has selected Confluence’s Unity NXT Regulatory Reporting AIFMD Transparency Reporting to support their clients with AIFMD reporting challenges. Unity NXT Regulatory Reporting AIFMD Transparency Reporting is a...