confluence

15 results about this entity

Period: 21 Feb 2019 - 25 Mar 2024

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Confluence adds ESG data to analytics platform

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics

/markets

Old Mutual Multi-Managers upgrades with Confluence

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve analytics, compliance and regulatory needs, today announces the completion of Old Mutual Multi-Managers’ conversion to its cloud-based Revolution Performance solution, gaining greater operational efficiency and ease of use in performance and attribution reporting.

/markets

Confluence teams with FundGuard to streamline fund reporting

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform.

/markets

Confluence secures multi-year agreement with FundHero

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a multi-year agreement with FundHero S.A. (“FundHero”), a Luxembourg-based fund service company, that will combine Confluence’s cloud-based Revolution platform with its own technology to provide clients with an exclusive managed software offering.

/markets

Confluence to acquire Investment Metrics for $500 million

Confluence Technologies, Inc. ("Confluence"), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced that it has agreed to acquire Investment Metrics for US$500 million.

/wealth

Clearlake Capital to buy Confluence Technologies

Confluence Technologies, Inc., (“Confluence” or the “Company”), a global software and data solutions provider helping the investment management industry solve complex data challenges, today announced it has signed a definitive agreement for Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake”) to acquire the Company from TA Associates (“TA”).

/wholesale

Confluence and JP Morgan expand partnership

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, and J.P. Morgan (NYSE: JPM) today announced a new development in their partnership to deliver a multi-asset portfolio analytics solution.

/cloud

Confluence signs French diversified asset manager to Revolution platform

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has secured a five-year contract with a top French diversified asset manager that will use Confluence’s cloud-based Revolution platform for its performance measurement and attribution needs.

/cloud

Confluence completes StatPro integration

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the investment management industry, announced today the completed integration of the former StatPro Group plc and its cloud-based portfolio analytics, asset data services and data management solutions.

Confluence buys StatPro for £161.1 million

Confluence buys StatPro for £161.1 million

US investment data management outfit Confluence has sealed a deal to buy UK portfolio analytics company StatPro for £161.1 million.

/regulation

Northern trust and Confluence form regulatory reporting partnership

Northern Trust (Nasdaq: NTRS), a leading provider of asset servicing solutions and Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announce they are partnering to deliver financial and regulatory reporting solutions for Northern Trust’s European asset manager clients.

Confluence appoints Joe Bree as senior accounts exec

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that Joe Bree has joined the firm as Senior Global Strategic Account Executive.

/devops

Confluence appoints Jory Wheeler as SVP of engineering

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that Jory Wheeler has joined the firm as Senior Vice President of Engineering.

/regulation

Confluence takes on Luxembourg reporting challenge

Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that a more flexible and efficient response to Banque Centrale du Luxembourg (BCL) and Commission de Surveillance du Secteur Financier (CSSF) regulatory reporting is now available within its Unity NXT® Regulatory Reporting Platform.

/regulation

Confluence promotes Todd Moyer to president

Confluence, the global leader in investment data management automation for regulatory, financial and investor reporting, today announced that Todd Moyer has been promoted to President, where he will be responsible for the company’s overall strategy and execution including operations, product and business development globally.

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