September 22, 2023
Authors: Alison Fraser, Director, Institutional & RIC Services, Confluence Kevin Renner, Consultant, Confluence The SEC Division of Examinations (“EXAMS”) issued…
Author: Compliance Solutions Strategies
September 20, 2023
Clear rules for standard disclosures make compliance easier for ESG and private funds, said Todd Moyer, president and chief operating officer…
July 24, 2023
Author: Aspasia Latsi, International Regulatory Analyst Now that the TSAM – the Summit for Asset Management in London – is…
July 19, 2023
Pittsburgh, PA, July 19, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry…
July 10, 2023
Confluence’s President and COO, Todd Moyer, and CTO, Chris Evans, recently spoke with WatersTechnology on the announcement of our new solution, Unity Rex
June 29, 2023
Meet ‘Rex’: Confluence’s Large Language Model-Based Solution Reconciles Data from Investor Reports in Seconds Pittsburgh, PA, June 29, 2023 – Confluence…
June 21, 2023
FR EN Confluence solutions to produce cost-efficient, transparent, customizable and compliant reports Pittsburgh, PA, June 21st, 2023 – Confluence has won public…
June 21, 2023
FR EN Confluence permet la production de rapports clairs, personnalisables et conformes aux réglementations Paris le 21 juin 2023 –…
June 13, 2023
Todd Moyer, Confluence’s President and Chief Operating Officer, was recently interviewed by Ignites about what Tailored Shareholder Reporting means to…
June 7, 2023
28 June, 2023
Join our Webinar for an informative look at how to stay ahead of the composites compliance and regulatory curve
May 29, 2023
6 June, 2023
Fireside Chat with Natasha Vij Greiner, Deputy Director and National Associate Director for the Investment Adviser/Investment Company Examination Program, SEC Division of Exams and Peter B Driscoll, Partner, PC
May 9, 2023
Greg Hotaling, Confluence’s Regulatory Compliance Manager, offers his insights into the U.N.’s IPCC Assessment Report, produced in March.