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

Atlantic Fund Services Selects Confluence Form N-PORT & Form N-CEN Regulatory Reporting and Prospectus Solutions
Atlantic Fund Services Selects Confluence Form N-PORT & Form N-CEN Regulatory Reporting and Prospectus Solutions

6th February 2017

Consolidating with single provider for consistency and control through data integration, aggregation and reusability  Confluence, the global leader in investment data management automation, today announced that Atlantic Fund Services has selected Confluence for multiple reporting needs, including the Unity NXT™ Regulatory Reporting...
Fund Firms Select Confluence RegTech Solution to Meet Onerous SEC Modernization Challenges
Fund Firms Select Confluence RegTech Solution to Meet Onerous SEC Modernization Challenges

30th January 2017

Unity NXT™ Regulatory Reporting Platform Provides Consistency and Control in Data Reporting through Integration, Aggregation and Reusability Confluence, the global leader in investment data management automation, today announced that the first four clients have licensed Confluence’s Unity NXT Regulatory Reporting platform to manage...
Confluence Appointed by Royal London Asset Management for AIFMD Annex IV Reporting
Confluence Appointed by Royal London Asset Management for AIFMD Annex IV Reporting

5th January 2017

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting and performance measurement and analysis, today announced that Royal London Asset Management has selected the company’s Unity NXT™ AIFMD Annex IV transparency reporting solution to support their growing alternative...
Rise of RegTech to Trigger Transformation of the Asset Management Back Office in 2017
Rise of RegTech to Trigger Transformation of the Asset Management Back Office in 2017

15th December 2016

Industry’s Embrace of RegTech will be the Tipping Point That Drives Efficiency Through Automation Over the past year, the asset management industry has been met with new rounds of regulatory requirements that are promising to put new strains on industry operating models. Though firms have certainly made some headway in improving their...
StatPro Investor Analytics re-named StatPro Revolution Alpha as cloud integration takes shape
StatPro Investor Analytics re-named StatPro Revolution Alpha as cloud integration takes shape

8th December 2016

StatPro Group plc, (“StatPro”, “the Group”, AIM: SOG), the AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry announces today that its recently acquired cloud-based risk analytics system, Investor Analytics, has been re-named StatPro Revolution Alpha as...
Statpro Celebrates Double Award Win with Risk.net and HFM Week Industry Awards
Statpro Celebrates Double Award Win with Risk.net and HFM Week Industry Awards

1st December 2016

StatPro Group plc (AIM: SOG), the AIM listed provider of cloud-based portfolio analytics for the global asset management industry, today announced that it has won two prestigious industry awards. The award for ‘Best Performance Attribution System’ was presented by Risk.Net at their Buy Side Awards in London on the 30th November. This...
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StatPro achieves information security accreditation

21st November 2016

StatPro re-certifies to SSAE16 Type II and ISAE3402 controls standard StatPro Group plc the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, today announced it has been re-certified for the SSAE16 Type II (SOC1) controls standard along with the International ISAE3402...
Confluence Extends Its RegTech Platform to Support Additional Regulatory Reporting Mandates in U.S. and Europe
Confluence Extends Its RegTech Platform to Support Additional Regulatory Reporting Mandates in U.S. and Europe

17th November 2016

Data-centric platform delivers regulatory reporting speed and agility for the global asset management industry  Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting and performance calculation and analytics, today announced extended regulatory filing capabilities on its...
Confluence Committed to Helping Fund Industry Meet The SEC’s Newly Adopted Investment Company Reporting Modernization
Confluence Committed to Helping Fund Industry Meet The SEC’s Newly Adopted Investment Company Reporting Modernization

14th October 2016

The U.S. Securities and Exchange Commission (SEC) voted yesterday to adopt new rules and forms, and amendments to certain rules and forms to modernize the reporting of information by registered investment companies. The new rules require funds to report new data to help the SEC evaluate funds’ impact on systemic risk and to inform...
World’s most scalable performance measurement system for asset managers launched
World’s most scalable performance measurement system for asset managers launched

28th September 2016

StatPro Group plc, (“StatPro”, “the Group”, AIM: SOG), the cloud-based portfolio analysis and asset pricing services provider for the global asset management industry, launches today a major expansion of its Revolution platform with a new cloud-based performance measurement service,StatPro Revolution Performance. ...