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BPO Service Company

Confluence

Regulatory reporting, portfolio analytics and investor communications software for the investment management industry

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About Confluence

Confluence, trading as Confluence Technologies, supplies software and services for regulatory reporting, portfolio analytics and investor communications in the investment management industry. More than 1,000 firms in 40 countries use its products, and its clients include asset servicers, asset managers, asset owners and investment consultants.

What Confluence does

  • Regulatory reporting: data collection and enrichment, fund, transaction and ESG reporting, document production and filing.
  • Client reporting: institutional, retail fund and portfolio reports, tailored shareholder reports and marketing documents.
  • Portfolio analytics: performance measurement and attribution, factor analysis, risk, composites, GIPS compliance and ESG.
  • Data management: market data, asset pricing and index benchmarks for investment decisions.
  • Hosted services: hosted portfolio management and fund performance reporting.
  • Confluence POINT: automation features that use AI across the product suite.

Customers and markets

Confluence serves asset servicers, asset managers, asset owners and investment consultants, including some of the largest firms in the sector.

Key facts

  • Clients: more than 1,000 firms
  • Reach: firms in 40 countries
  • Sector: investment management

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

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