June 22, 2022 Confluence Appoints Sanjoy Chatterjee as Chief Strategy Officer Signifying Confluence’s commitment to increasing value to clients Pittsburgh, PA, and London, June 21, 2022 – Confluence Technologies, Inc.(Confluence), the global technology…
July 16, 2021 Fund Reporting – Client Success CSS was selected as a partner to help solve a client’s global fund reporting challenges. The asset manager had built…
July 16, 2021 Fund Reporting Wholesale – Client Success As part of the asset manager’s initiative to review its target operating model and its strategic supplier landscape, CSS was…
July 16, 2021 End-to-End Fund Reporting – Client Success CSS was selected as a long-term strategic partner to help solve a client’s global fund reporting challenges. The Tier 1…
June 29, 2021 Outsourced Compliance – Client Success The alternative credit manager focuses on alternative credit strategies and has $5+ billion in assets under management. The experienced Chief…
June 15, 2021 Pre-Trade for Position Limit Monitoring – Client Success Position Limit Monitoring requires the regular sourcing of limits from exchanges and regulators to ensure that the most current limits…
June 2, 2021 Cybersecurity – Client Success The Securities and Exchange Commission (SEC) published a report on Cybersecurity and Resiliency Observations and several risk alerts in which…