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 Products

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StatPro Revolution
WHAT IS STATPRO REVOLUTION? StatPro believes software should be simple. StatPro Revolution is an integrated performance and risk solution designed to increase productivity and lower costs. Revolution has the latest cloud-based technology, unprecedented scalability and our global industry expertise. Integrated performance and risk ...
Confluence's Investor Communications Solutions
Our investor communications solutions provide automated content creation for a broad set of investor facing regulatory disclosure and marketing documents such as annual reports, semi-annual reports, management reports of fund performance (Canada), Form N-Q, prospectus and fund fact sheets. For many of these reports, automated publishing is...
StatPro Revolution Performance
Revolution Performance Imagine being able to calculate 100,000 institutional portfolios in 30 minutes.   WHAT IS REVOLUTION PERFORMANCE StatPro Revolution Performance is a new service within the Revolution platform. It has been designed to reduce the turnaround time for managing and delivering performance results to stakeholders....
Confluence's Performance & Analytics Solutions
Confluence Performance and Analytic solutions automate the calculation of fund, portfolio and composite returns while providing attribution, contribution, and risk and volatility statistics. Options for price distribution and index reporting and distribution are also available. Please see below our Performance & Analytics suite of...
Confluence's Regulatory Reporting Solutions
Our regulatory reporting solutions provide accuracy and control over the challenging data management and filing requirements associated with meeting regulatory reporting demands, including AIFMD, Form PF, Form CPO-PQR, Form N-MFP and Form N-SAR .  Please see below our Regulatory Reporting suite of solutions: Unity NXT AIFMD Transparency...
StatPro Revolution Risk
RISK ANALYTICS AND REPORTING StatPro Revolution is the culmination of the breadth and depth of StatPro’s incredible expertise in portfolio analytics and reporting. Building upon expertise and methodologies developed during years of creating award winning risk measurement products, StatPro Revolution enables client’s to...
StatPro Composites
StatPro Composites HELPING YOU MAINTAIN GLOBAL INVESTMENT PERFORMANCE STANDARDS COMPLIANCE (GIPS®) Asset managers across the world have trusted StatPro Composites to instill investor confidence in their services and drive business growth since 1996. THE BENEFITS Multi-currency and multilingual Facilitates compliance with future...
StatPro Revolution Fixed Income Attribution
  Yield Curve based Fixed Income attribution with unrivaled analytical flexibility StatPro's fixed income attribution product is a yield curve based analytics solution decomposing: ·         Fixed income returns  ...