Skip to content
TrustList
Confluence cover

About Confluence

  • Risk As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements
  • Learn More about Risk Multi-Asset Risk Risk Analytics #risk-dropdown-content
  • solution-title { margin-top: 1em; margin-bottom: 40px; } #risk-dropdown-content
  • solution-title
  • solution-title-heading { font-size: 38px; color: #6b1a2d; padding-bottom: 20px; display: block; } #risk-dropdown-content
  • challenge-list { display: flex; flex-wrap: wrap; } #risk-dropdown-content
  • challenge-list
  • list-col { flex:1; }
  • button-wrapper
  • nav { margin-top: 20px; }
  • button-wrapper
  • nav
  • primary-btn
  • nav { padding: 0
  • 5em 2
  • 25em 0
  • 5em 1
  • 5em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 5%,#33686a 5%)!important; color: #fff!important; display: inline-block!important; width: auto!important; font-family: gilroy-bold!important; }

#risk-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#6b1a2d 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #33686a; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#risk-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#risk-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0

  • 1026785714285714) 3%, #6b1a2d 3%)!important; color: #ffffff!important; cursor: pointer!important; } As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements

  • Data Technology & Services Integrated data management and processing Data Technology & Services As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges

  • Learn More about Data Technology & Services Investment Data Warehouse Data Transformation Complex Asset Pricing Pricing and Valuation Services ESG Indices and Benchmarks Custom Reporting Solution Index Benchmark Services #data-dropdown-content

  • solution-title { margin-top: 1em; margin-bottom: 40px; } #data-dropdown-content

  • solution-title

  • solution-title-heading { font-size: 38px; color: #5f6c7b; padding-bottom: 20px; display: block; } #data-dropdown-content

  • challenge-list { display: flex; flex-wrap: wrap; } #data-dropdown-content

  • challenge-list

  • list-col { flex:1; }

  • button-wrapper

  • nav { margin-top: 20px; }

  • button-wrapper

  • nav

  • primary-btn

  • nav { padding: 0

  • 5em 2

  • 25em 0

  • 5em 1

  • 5em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 5%,#5f6c7b 5%)!important; color: #fff!important; display: inline-block!important; width: auto!important; font-family: gilroy-bold!important; }

#data-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#5f6c7b 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#data-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#data-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, #5f6c7b 3%)!important; color: #ffffff!important; cursor: pointer!important; }

Data Technology & Services

Integrated data management and processing

  • Data Technology & Services As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges
  • Learn More about Data Technology & Services Investment Data Warehouse Data Transformation Complex Asset Pricing Pricing and Valuation Services ESG Indices and Benchmarks Custom Reporting Solution Index Benchmark Services #data-dropdown-content
  • solution-title { margin-top: 1em; margin-bottom: 40px; } #data-dropdown-content
  • solution-title
  • solution-title-heading { font-size: 38px; color: #5f6c7b; padding-bottom: 20px; display: block; } #data-dropdown-content
  • challenge-list { display: flex; flex-wrap: wrap; } #data-dropdown-content
  • challenge-list
  • list-col { flex:1; }
  • button-wrapper
  • nav { margin-top: 20px; }
  • button-wrapper
  • nav
  • primary-btn
  • nav { padding: 0
  • 5em 2
  • 25em 0
  • 5em 1
  • 5em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 5%,#5f6c7b 5%)!important; color: #fff!important; display: inline-block!important; width: auto!important; font-family: gilroy-bold!important; }

#data-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#5f6c7b 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#data-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#data-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0

  • 1026785714285714) 3%, #5f6c7b 3%)!important; color: #ffffff!important; cursor: pointer!important; } As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges

  • Pricing and Valuation Services

  • ESG Indices and Benchmarks

  • Regulatory Regulatory risk, compliance and reporting Regulatory Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting

  • Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates

  • Learn More about Regulatory Regulatory Compliance PRIIPs KID Post-Trade Compliance Regulatory Reporting #regs-dropdown-content

  • solution-title { margin-top: 1em; margin-bottom: 40px; } #regs-dropdown-content

  • solution-title

  • solution-title-heading { font-size: 38px; color: #1f4666; padding-bottom: 20px; display: block; } #regs-dropdown-content

  • challenge-list { display: flex; flex-wrap: wrap; } #regs-dropdown-content

  • challenge-list

  • list-col { flex:1; }

  • button-wrapper

  • nav { margin-top: 20px; }

#regs-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#1f4666 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#regs-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#regs-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, #1f4666 3%)!important; color: #ffffff!important; cursor: pointer!important; }

Regulatory risk, compliance and reporting

  • Regulatory Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting
  • Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates
  • Learn More about Regulatory Regulatory Compliance PRIIPs KID Post-Trade Compliance Regulatory Reporting #regs-dropdown-content
  • solution-title { margin-top: 1em; margin-bottom: 40px; } #regs-dropdown-content
  • solution-title
  • solution-title-heading { font-size: 38px; color: #1f4666; padding-bottom: 20px; display: block; } #regs-dropdown-content
  • challenge-list { display: flex; flex-wrap: wrap; } #regs-dropdown-content
  • challenge-list
  • list-col { flex:1; }
  • button-wrapper
  • nav { margin-top: 20px; }

#regs-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#1f4666 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#regs-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#regs-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0

  • 1026785714285714) 3%, #1f4666 3%)!important; color: #ffffff!important; cursor: pointer!important; } Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates

  • Investor Communications Reporting, disclosures and fact sheets Investor Communications Improve efficiency, control and scalability by transforming the way you manage investor communications

  • Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications

  • Learn More about Investor Communications Financial Reporting Prospectus Fact Sheets Fund Expense Management #inv-dropdown-content

  • solution-title { margin-top: 1em; margin-bottom: 40px; } #inv-dropdown-content

  • solution-title

  • solution-title-heading { font-size: 38px; color: #473a58; padding-bottom: 20px; display: block; } #inv-dropdown-content

  • challenge-list { display: flex; flex-wrap: wrap; } #inv-dropdown-content

  • challenge-list

  • list-col { flex:1; }

  • button-wrapper

  • nav { margin-top: 20px; }

#inv-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#473a58 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#inv-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#inv-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, #473a58 3%)!important; color: #ffffff!important; cursor: pointer!important; }

Reporting, disclosures and fact sheets

  • Investor Communications Improve efficiency, control and scalability by transforming the way you manage investor communications
  • Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications
  • Learn More about Investor Communications Financial Reporting Prospectus Fact Sheets Fund Expense Management #inv-dropdown-content
  • solution-title { margin-top: 1em; margin-bottom: 40px; } #inv-dropdown-content
  • solution-title
  • solution-title-heading { font-size: 38px; color: #473a58; padding-bottom: 20px; display: block; } #inv-dropdown-content
  • challenge-list { display: flex; flex-wrap: wrap; } #inv-dropdown-content
  • challenge-list
  • list-col { flex:1; }
  • button-wrapper
  • nav { margin-top: 20px; }

#inv-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#473a58 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #5f6c7b; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#inv-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0
  • 1026785714285714) 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#inv-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, rgba(255,255,255,0

  • 1026785714285714) 3%, #473a58 3%)!important; color: #ffffff!important; cursor: pointer!important; } Improve efficiency, control and scalability by transforming the way you manage investor communications Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications

  • ESG Solutions ESG Solutions ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks

  • Learn More about ESG Solutions #esg-dropdown-content

  • solution-title { margin-top: 1em; margin-bottom: 40px; } #esg-dropdown-content

  • solution-title

  • solution-title-heading { font-size: 38px; color: #3c454e; padding-bottom: 20px; display: block; } #esg-dropdown-content

  • challenge-list { display: flex; flex-wrap: wrap; } #esg-dropdown-content

  • challenge-list

  • list-col { flex:1; }

  • button-wrapper

  • nav { margin-top: 20px; } #performance-dropdown-content

  • button-wrapper

  • nav

  • primary-btn

  • nav { padding: 0

  • 5em 2

  • 25em 0

  • 5em 1

  • 5em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 5%,#3c454e 5%)!important; color: #fff!important; display: inline-block!important; width: auto!important; font-family: gilroy-bold!important; }

#esg-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#3c454e 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #33686a; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#esg-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, #3c454e 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#performance-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, #3c454e 3%, rgba(51,104,106,1) 3%)!important; color: #ffffff!important; cursor: pointer!important; }
  • ESG Solutions ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks
  • Learn More about ESG Solutions #esg-dropdown-content
  • solution-title { margin-top: 1em; margin-bottom: 40px; } #esg-dropdown-content
  • solution-title
  • solution-title-heading { font-size: 38px; color: #3c454e; padding-bottom: 20px; display: block; } #esg-dropdown-content
  • challenge-list { display: flex; flex-wrap: wrap; } #esg-dropdown-content
  • challenge-list
  • list-col { flex:1; }
  • button-wrapper
  • nav { margin-top: 20px; } #performance-dropdown-content
  • button-wrapper
  • nav
  • primary-btn
  • nav { padding: 0
  • 5em 2
  • 25em 0
  • 5em 1
  • 5em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 5%,#3c454e 5%)!important; color: #fff!important; display: inline-block!important; width: auto!important; font-family: gilroy-bold!important; }

#esg-dropdown-content

  • full-width-col-cta { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg,rgba(255,255,255,0) 1
  • 75%,#3c454e 1
  • 75%)!important; margin-bottom: 5px!important; color: #ffffff; font-family: gilroy-bold; }
  • full-width-col-cta:after { content: url('/wp-content/uploads/2020/05/Confluence-Caret-White
  • svg'); height: 6px; width: 6px; position: absolute; right: 10px; }
  • challenges-heading { margin-top: 0
  • 5em; color: #33686a; font-size: 16px; font-weight: bold; }
  • products-heading { padding-bottom: 0
  • 5em; margin-bottom: 0
  • 5em; border-bottom: 2px solid #f2f2f2; }
  • flex-tab-content { display: flex; width: 100%; padding-bottom: 1em; }
  • product-column { flex: 1; }
  • product-column:nth-child(2) { margin-left: 5px!important; }
  • product-column ul { list-style-type: none; margin:0; padding:0; }

#esg-dropdown-content

  • product-link { padding: 0
  • 5em 1em!important; background: rgb(255,255,255)!important; background: linear-gradient(-30deg, #3c454e 3%, rgba(242,242,242,1) 3%)!important; margin-bottom: 5px!important; }

#performance-dropdown-content

  • product-link:hover { background: rgb(255,255,255)!important; background: linear-gradient(-30deg, #3c454e 3%, rgba(51,104,106,1) 3%)!important; color: #ffffff!important; cursor: pointer!important; } ESG data and reporting enables institutional investors and asset managers to manage environmental, social and governance (ESG) standards and restrictions reliably and efficiently, to comply with client investment guidelines, to implement client mandates, and to monitor ESG portfolio risks

  • Ho Chi Minh City

Confluence’s ESG Solution sees Accelerated Client Growth in 2022 Following Integration of Capabilities from Recent Acquisitions

Liquidity Shortfalls and Record-High Market Volatility Call for More Stringent Stress Testing, Monitoring and Reportings

Unlocking the Advantages of Composites and the GIPS® Standards

Confluence’s Composites Solution Chosen by Madison Investments

Why firms are struggling to meet the looming deadline on the SEC Marketing Rule and how they can accelerate compliance

ICE and Confluence to Offer Integrated ESG Solution for Enhanced SFDR Compliance Reporting

On Demand: CSS Webinar: Fireside Chat with Richard Best, Director, Division of Examinations, SEC

On Demand Webinar: Navigating the Road to SEC Compliance: SEC Marketing Rule

Categories & features

Request a demo or quote from Confluence

Protected by reCAPTCHA — Google Privacy Policy and Terms apply.

By sending, you agree we may share your request and contact details with the provider once you confirm your email.

Reviews

Write the first review of Confluence

Used it? Your experience helps other buyers decide.

Write a review

Questions & answers

No questions yet. Be the first to ask about Confluence.

Confluence alternatives

Similar listings buyers compare against this one.