Confluence
Confluence provides comprehensive solutions for private funds, portfolio analytics, risk management, data technology, and regulatory compliance, serving clients in 40 countries from its headquarters in Pittsburgh, PA.
Private Fund Solutions
Confluence provides tailored solutions specifically designed for private funds to comply with evolving regulations such as the Private Fund Rule. Their targeted approach ensures that private fund managers can navigate complex regulatory landscapes while maintaining compliance and transparency.
Portfolio Analytics Solution
Confluence offers a sophisticated and complete portfolio analytics solution that provides transparent and accurate oversight into performance and attribution across organizations. This solution helps asset managers get a clear understanding of performance metrics and areas for improvement.
Multi-Asset Risk Management
Confluence employs a multi-asset risk management and analytics system to meet the demands of regulatory requirements and client needs for transparency in financial and operational risk. This system supports comprehensive risk analysis across various asset classes, aiding firms in maintaining robust risk controls.
Data Technology and Services Platform
Confluence utilizes an advanced data technology and services platform that transforms raw data into meaningful insights. This platform addresses the unique data challenges faced by the investment management industry, enabling more informed decision-making and efficient data management.
Regulatory Risk and Compliance System
Confluence operates a regulatory risk, compliance, and reporting system designed to produce controlled and auditable outputs. This system supports firms in navigating and complying with global regulatory mandates, ensuring that compliance processes are both effective and efficient.
Investor Communications
Confluence manages investor communications through automated content creation, publishing, and the delivery of regulatory disclosures and financial reports. This service ensures that investors receive accurate and timely information, enhancing transparency and trust.
ESG Data Reporting
Confluence supports environmental, social, and governance (ESG) data reporting, assisting institutional investors and asset managers in managing ESG standards and restrictions. This service aligns with the growing emphasis on sustainable and responsible investing practices.
Global Presence
Confluence services clients in 40 countries worldwide, demonstrating a broad and diverse client base. Headquartered in Pittsburgh, PA, the company employs over 900 staff across 15 offices globally, indicating a significant international footprint and capability.