Authors: Alison Fraser, Director, Institutional & RIC Services, Confluence Kevin Renner, Consultant, Confluence The SEC Division of Examinations (“EXAMS”) issued…
Authors: Alison Fraser, Director, Institutional & RIC Services, Confluence Kevin Renner, Consultant, Confluence The SEC Division of Examinations (“EXAMS”) issued…
Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer…
Author: Aspasia Latsi, International Regulatory Analyst Now that the TSAM – the Summit for Asset Management in London – is…
Pittsburgh, PA, July 19, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry…
Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex
Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds Pittsburgh, PA, June 29, 2023 – Confluence…
FR EN Confluence solutions to produce cost-efficient, transparent, customizable and compliant reports Pittsburgh, PA, June 21st, 2023 – Confluence has won public…
FR EN Confluence permet la production de rapports clairs, personnalisables et conformes aux réglementations Paris le 21 juin 2023 –…
Todd Moyer, Confluence’s President and Chief Operating Officer, was recently interviewed by Ignites about what Tailored Shareholder Reporting means to…
Greg Hotaling, Confluence’s Regulatory Compliance Manager, offers his insights into the U.N.’s IPCC Assessment Report, produced in March.