March 20, 2023
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out-of-box financial reporting experience. Pittsburgh,…
Blog
March 17, 2023
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from The Banker.
March 9, 2023
Damian Handzy, Confluence’s Managing Director, Performance, Analytics, and Risk, has published a new piece for Investment Week, focusing on the…
March 8, 2023
Q&A with Kirsten Garrett, CHRO, Confluence With over two decades of human resources leadership experience, Kirsten Garrett is an accomplished…
February 9, 2023
Greg Hotaling, Confluence’s Regulatory Content Manager, is featured in the latest issue of Asset Servicing Times, providing his insights on…
January 27, 2023
categorizing its approx. EUR 75 million in total revenue as well as 75 million in total expenses. The agency created…
January 19, 2023
Celebrating the one year anniversary since three key players in the investment management software industry came together to better serve…
January 10, 2023
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights.
December 19, 2022
Identity theft is on the rise, and the U.S. Securities and Exchange Commission has taken notice of weaknesses in registered investment advisers’ controls.
December 19, 2022
The European Securities and Markets Authority (ESMA) has published an updated practical guide on notifications of major holdings under the…
December 16, 2022
In the News: Professional Adviser: Firms urged to engage with ‘huge opportunity’ PRIIPs consultation
On 9 December the UK government announced it would repeal the European Union’s packaged retail and insurance-based investment products (PRIIPs)…
December 15, 2022
This is a reminder that if you have any investment adviser representatives (“IARs”) registered in a jurisdiction that adopted the…