Press Release: Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry

Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds
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What are you trying to solve today?

Regulatory Technology Driven by Data. Backed by Service.

We assist financial services firms in expertly navigating the complexities of global regulatory compliance. Our technology solutions solve for the most critical areas of compliance.

Five Critical Areas.

One Platform.

CSS solves global regulatory compliance with an end-to-end, integrated approach to technology and services to offer Compliance-as-a-Service, leveraging a holistic RegTech platform, regulatory expertise and supported by managed services.


How It Works

Fund Reporting

Investment Monitoring

Transaction Reporting

Compliance Management

Regulatory Book of Record


Need More Than Tools?

Our Experts Can Help You Do the Work.

Many financial services firms simply need more direct expertise and guidance in solving their global regulatory compliance challenges.


From white-glove managed services to bespoke compliance projects, our team of global regulatory experts can help you assess, build and optimize a regulatory infrastructure that meets your unique needs.


Learn more about our:


Managed Services    Compliance Services

Managed Services

  • Customized, High-Value Services
  • Data Management
  • Regulatory Filings

Compliance Services

  • Outsourced Compliance
  • Examinations & Enforcements
  • Risk Assessments & Annual Reviews
  • Registrations
  • Cybersecurity
  • Form CRS

Why Global Clients Chose CSS

Data Management

A global tier 1 asset manager chose CSS for deep data management technology and service capabilities to automate and bring together data from multiple disparate sources, while driving high quality data output.

Total Cost of Ownership

By unravelling historical vendor choices and moving to a more strategic, integrated solution and centralized Regulatory Book of Record, a global investment manager reduced the total cost of ownership and mitigated risk from their end-to-end regulatory reporting program.

Regulatory Change

A tier 1 asset manager’s Global Head of Transformation engaged CSS to establish a stable, repeatable process, remove operational risk and manual processes, and to deliver a platform that they can further leverage in the future as the foundation for a global regulatory compliance partnership.

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