Asset managers

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9/10

Nine of the top 10 asset managers trust Confluence

1,000+

Firms use Confluence solutions

30+

Years of experience working with asset managers

When asset managers need to stay competitive, gain insights, comply with global regulations and disseminate vital investor communications, they count on Confluence to get it done right.

This is why nine of the top ten asset managers rely on Confluence.

Differentiate investment strategies and reporting

  • Gain insights into investment portfolios

    Differentiate your investment portfolios with robust performance, risk, attribution, and ESG analytics across multiple asset classes at the fund and portfolio levels. Access exclusive market insights into institutional asset flows, mandate wins and losses, peer analyses on investment styles, and more.

  • Automate regulatory reporting

    Navigate and comply with increasingly complex global regulatory requirements. Confluence solutions streamline data aggregation, analytics, reporting, and filing. We cover regulatory reporting, fund reporting, and production of documents and templates for over 40 countries globally.

  • Streamline investor communications

    Apply AI innovation and automate end-to-end workflows to bring greater efficiency, accuracy, consistency, and control to financial reporting, disclosures, and tailored shareholder reports. We help you meet increasing volumes, complexities, and tight timelines.

  • Transform data strategy

    Complement your data strategy with our pricing and valuation data and managed index data services.

  • Gain a competitive advantage

    Leverage our expertise to navigate the challenges of regulatory compliance programs and handle your day-to-day reporting needs. We are ready to consult, implement, and support you with best practices and solutions in regulatory, analytics, and investor communications so you can maximize value and return on investment.

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    Key solutions for asset managers

    Revolution

    Multi-asset class performance, risk, attribution, and ESG analytics.

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    Revolution Composites

    Composites analytics for GIPS compliance.

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    Style Analytics®

    Factor analysis on investment portfolios and peer analysis across 28K+ funds with award-winning visualization.

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    Differentiate your investment portfolios and gain a competitive edge

    Get the tools and insights you need to compete and succeed in today’s rapidly evolving asset management landscape

    Start a conversation with a Confluence expert today.