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 Survey Reveals Asset Managers Prioritizing the Need to Improve Process Automation & Manage Regulatory Reporting
Confluence Survey Reveals Asset Managers Prioritizing the Need to Improve Process Automation & Manage Regulatory Reporting

26th September 2016

Asset management professionals continue to prioritize back-office automation and managing increased regulatory reporting, according to the 2016 Asset Management Industry Trends Survey released today by Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting. According to the...
Confluence Shortlisted for Pittsburgh Technology Council’s 2016 Tech 50 Awards
Confluence Shortlisted for Pittsburgh Technology Council’s 2016 Tech 50 Awards

15th August 2016

Confluence Recognized for Outstanding Workplace Culture in Second Consecutive Year  Confluence, the global leader in investment data management automation for regulatory, financial and investor reporting, announced today that it has been named a "Culture Leader of the Year" finalist in the Pittsburgh Technology Council's 2016...
NAB Asset Servicing selects StatPro Revolution for performance measurement
NAB Asset Servicing selects StatPro Revolution for performance measurement

27th June 2016

NAB Asset Servicing today announced it has selected StatPro Revolution as its new performance and risk analytics reporting platform. Executive General Manager, NAB Asset Servicing, John Comito, said the selection of StatPro is another example of how NAB is incorporating innovative and industry-leading technology to address the changing needs of...
StatPro Group PLC - Further major international contract win includes new Revolution Performance module
StatPro Group PLC - Further major international contract win includes new Revolution Performance module

14th June 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 has entered into a five-year contract with a global American financial institution for a minimum value over the period of US$1.75 million /...
StatPro signs Valletta Fund Services in Malta
StatPro signs Valletta Fund Services in Malta

13th June 2016

StatPro Group plc (AIM: SOG), the AIM listed provider of portfolio analysis and asset pricing services for the global asset management industry, announced today that Valletta Fund Services, the largest fund administrator in the Maltese market, has extended it's offering to include StatPro Revolution, a sophisticated...
Statpro Group Plc – £2.3 Million Contract Win with Large Australian Financial Institution
Statpro Group Plc – £2.3 Million Contract Win with Large Australian Financial Institution

6th June 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 has entered into a three-year contract with a large Australian financial institution for a total value over the period of A$4.5 million (US$3.3...
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Confluence Launching Single-Source, Data-Centric Platform for Industry-Wide Regulatory Reporting, including Proposed SEC Form N-PORT

18th May 2016

Data-driven platform to be a complete solution for industry regulatory reporting needs Confluence, a leader in data management and automation for the global asset management industry, today announced plans to launch the Unity NXT™ Regulatory Reporting platform, a data-driven platform to solve the industry’s growing regulatory...
Confluence nominated ‘Best Performance Measurement and Attribution System’ for the upcoming FTF News Technology Innovation Awards 2016
Confluence nominated ‘Best Performance Measurement and Attribution System’ for the upcoming FTF News Technology Innovation Awards 2016

10th March 2016

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, has been nominated as the ‘Best Performance Measurement and Attribution System’ at the prestigious FTF News Technology Innovation Awards 2016. This category acknowledges the performance measurement solution providers...
StatPro Nominated for ‘best Performance Measurement and Attribution System’ Award for Two Years in a Row
StatPro Nominated for ‘best Performance Measurement and Attribution System’ Award for Two Years in a Row

29th February 2016

StatPro Group plc, the London AIM listed provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has been nominated for ‘Best Performance Measurement and Attribution System’ at the FTF News Technology Innovation Awards 2016. This category highlights the performance measurement...
StatPro acquires Investor Analytics
StatPro acquires Investor Analytics

22nd January 2016

Combination offers best in class cloud-based performance & risk analytics in one platform StatPro Group plc (AIM: SOG), the AIM listed provider of cloud-based portfolio analysis solutions for the global asset management industry, today announced that it has acquired New York based Investor Analytics LLC, provider of cloud-based advanced risk...