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

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Confluence Appoints Casagrande as Global Head of Investor Communications & Expense Solutions

20th January 2016

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced the appointment of Gary Casagrande as Global Head of Investor Communications & Expense Solutions, a newly created position for the firm. Casagrande has more than 20 years of experience in the financial...
Asset Management Industry on the Verge of Data Management Revolution in 2016
Asset Management Industry on the Verge of Data Management Revolution in 2016

16th December 2015

Heightened Regulatory and Investor Mandates for Increased Transparency Prompting Shift in Data Management Best Practices Throughout 2015, the asset management industry has begun a fundamental shift in the way they view and approach data management. After years of increased regulatory and investor demands for heightened transparency, asset...
Asset Management Industry on the Verge of Data Management Revolution in 2016
Asset Management Industry on the Verge of Data Management Revolution in 2016

14th December 2015

Heightened Regulatory and Investor Mandates for Increased Transparency Prompting Shift in Data Management Best Practices Throughout 2015, the asset management industry has begun a fundamental shift in the way they view and approach data management. After years of increased regulatory and investor demands for heightened transparency, asset...
StatPro Revolution reaches version 65 but has no plans for retirement!
StatPro Revolution reaches version 65 but has no plans for retirement!

14th December 2015

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 released the 65th and latest version of StatPro Revolution to all clients. This latest version concludes a major phase of risk analytics enhancements that have been added over the...
StatPro re-certifies to SSAE16 Type II controls standard and adds ISAE3402 certification
StatPro re-certifies to SSAE16 Type II controls standard and adds ISAE3402 certification

16th November 2015

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 and added the ISAE3402 certification. Both standards cover StatPro’s data operations, hosted services and...
Confluence Survey Reveals Operational Impact of the SEC's Reporting Modernization Rule Proposal
Confluence Survey Reveals Operational Impact of the SEC's Reporting Modernization Rule Proposal

14th September 2015

More than Nine Out Of 10 Respondents Say They Are Concerned About Meeting Shortened Reporting Deadline Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced the results of a client survey assessing the top operational challenges associated with the Securities and...
StatPro Revolution Releases Advanced Risk Management Features
StatPro Revolution Releases Advanced Risk Management Features

9th September 2015

StatPro Group plc (AIM: SOG), the AIM listed provider of cloud-based portfolio analysis for the asset management industry, today announced that it has released the latest version of StatPro Revolution to all clients. This release marks the 64th release of the cloud-based platform and is the third regular update in 2015. Our latest version of...
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Confluence Fortifies Its European Expansion with New Addition to its London Performance Analytics Team

11th August 2015

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, continues its expansion in Europe with a new addition to its London office: Katie Kiss takes the position of Director of Performance Analytics. Katie Kiss has joined Confluence as a Director of Performance Analytics, having more...
Confluence Enhances Unity Performance to Provide Performance Calculation and Risk Analytics for Retail Funds and Institutional Portfolios
Confluence Enhances Unity Performance to Provide Performance Calculation and Risk Analytics for Retail Funds and Institutional Portfolios

13th April 2015

Enhanced Offering Lets Fund Managers Consolidate Performance Calculation and Analytics into a Single Shared Service Across the Enterprise Confluence, a global leader in data-driven managed investment solutions, today announced it has enhanced its flagship Unity Performance solution to provide additional options for institutional portfolio...
Confluence Fortifies Its European Strategic Focus with Two New Additions to its London office
Confluence Fortifies Its European Strategic Focus with Two New Additions to its London office

23rd March 2015

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, continues its expansion in Europe with two new additions to its London office. Tom Pfister takes the position of Manager of EMEA Market Management and Nicola Le Brocq has been appointed as a Regulation and Compliance Market...