Tagged: confluence

Investment Metrics Introduces Liability Reporting as Part of Portfolio Analytics and Reporting Product

Confluence Technologies, the global provider of investment analytics, reporting, and data solutions, today announced the availability of liability reporting in its Portfolio Analytics and Reporting (PARis) solution. This new capability gives Investment Consultants and Asset Owners “a more comprehensive and balanced view of their Pension… Read More

Confluence Technologies Announces Development Leveraging AI Tech to Solve Complex Industry Problems

Confluence Technologies, Inc., a global technology solutions provider to the investment management industry, announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. As the first application, the Confluence innovation lab “applies Large Language Models (LLM) to… Read More

Investment Management: Confluence’s Analytics Solutions Adopted by Old Mutual Multi-Managers

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve analytics, compliance and regulatory needs,  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… Read More

Confluence Technologies, Investment Accounting Platform FundGuard to Enhance Fund Reporting

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will “combine functionality from Confluence’s fund administration platform Unity and Revolution,… Read More

Confluence Partners with Luxembourg’s Fund Service Provider, FundHero, to Provide Managed Software Offering

Confluence Technologies, Inc., an international tech solutions provider assisting the investment management sector with addressing complex investment data challenges, has  announced it has “secured a multi-year agreement” with FundHero S.A., a Luxembourg-headquartered fund service company, that will “combine Confluence’s Cloud-based Revolution platform with its own… Read More

Confluence, Backed By Clearlake Capital, TA Associates, Set to Acquire Investment Metrics for $500M

Confluence Technologies, Inc., an international tech solutions provider helping the investment management industry solve complex investment data challenges, reveals that it has agreed to acquire Investment Metrics for $500 million. Investment Metrics is a provider of investment data, performance, analytics and research software solutions that… Read More

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