The solution automates the calculation of fund, portfolio and composite returns, in addition to offering attribution, contribution and risk analysis. Todd Moyer, executive vice president of global ...
Pittsburgh, PA, June 29, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of ...
Private equity firm Clearlake Capital has agreed to investment data automation specialist Confluence from fellow private equity firm TA Associates. Terms of the transaction were not disclosed but it ...
Confluence’s Unity platform combined with FundGuard’s capabilities will enhance operational efficiency and deliver customers an out–of–box financial reporting experience. Pittsburgh, PA, March 20, ...
The partnership with Confluence is the latest by JP Morgan as the investment bank looks to provide full investment lifecycle data products to its buy-side clients. JP Morgan has expanded its ...
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