[4] Confluence lists other international locations in Ho Chi Minh City , London and Luxembourg . This guide assumes that you are using the Confluence default theme. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Investing involves risk, including the possible loss of principal.Copyright Confluence Investment Management LLC, 2008-2020. Before joining Confluence, he held the position of Head of Financial Reporting and Expense Administration at Brown Brother Harriman (BBH). About the Confluence administrator's guide. Fax: (314) 743-5205 Confluence Investment Management LLC First Trust/Confluence Small Cap Value Fund, First Trust Specialty Finance and Financial Opportunities Fund. It’s time for the fund administration culture to change. Phone: (314) 743-5090 Email: info@confluenceim.com, This website is directed to and intended for use by citizens or residents of the United States of America only. Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates. Learn More about Data Technology & Services, Multi-asset risk management and analytics, Integrated data management and processing, Regulatory risk, compliance and reporting. 20 Allen Avenue, Suite 300 Confluence Technologies, Inc. (“Confluence”), has secured a five-year contract with a United Kingdom-based asset manager that will use the firm’s ESMA Money Market Fund Reporting and risk and... Pittsburgh, PA, and London, June 2, 2020 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money manageme... Pittsburgh, PA, and London, April 28, 2020 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money ... StatPro Group plc, the AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has been nominated for the four following awards a... “The FCA has completed the Registration of StatPro Ltd , part of Confluence,  as a Non Critical Benchmarks Administrator under BMR Regulation. The Fund is a non-diversified, closed-end management investment company seeking a high level of current income by investing in a portfolio of securities of specialty finance and other financial companies that offer attractive opportunities for income and capital appreciation. Learn More about Data Technology & Services, Multi-asset risk management and analytics, Integrated data management and processing, Regulatory risk, compliance and reporting, Confluence Clients Successfully Complete ESMA Money Market Fund Article 37 Reporting and Liquidity Stress Testing, Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager, Confluence wins Best Service Or Application Using Cloud Technology at HFM European Technology Awards, Confluence unveils fully integrated business model and innovative solutions for investment management industry’s data challenges, Confluence’s ESMA Regulatory Reporting Solution Chosen by UK Asset Manager, Confluence Appoints Sunil Rajan as Global Head of Sales, StatPro nominated for 4 FTF News Technology Innovation Awards, The UK FCA registers StatPro Ltd as benchmark administrator under EU BMR, Infostore enables seamless migration to StatPro Revolution for European regulatory risk services bureau. I remember starting my first job as a fund accountant at State Street in July of 1994 and on my desk was a mainframe computer, a PC that I shared with others in the group, and tons of green ledger paper. Improve efficiency, control and scalability by transforming the way you manage investor communications. Infovest poised for European growth on back of successful implementation for Italian enterprise. Confluence is headquartered in Pittsburgh, Pennsylvania. As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges. Confluence sub-advises both funds through First Trust Advisors L.P., the advisor. In 2017 it moved into new headquarters in Nova Place, located in Pittsburgh's Allegheny Center neighborhood. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. Confluence sub-advises both funds through First Trust Advisors L.P., the advisor. We are a global leader in data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. If you continue to use this site we will assume that you are happy with it. All rights reserved. Confluence sub-advises an open-end mutual fund, First Trust/Confluence Small Cap Value Fund (FOVAX, FOVIX, FOVCX, FOVRX), and a sector-specific closed-end fund, First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB). Past performance is no guarantee of future results. As the demand for transparency continues to grow when it comes to clients and regulators looking for oversight with regards to financial and operational risk, a sophisticated and comprehensive risk solution is essential to mitigate risk and meet regulatory criteria. For more information, please see the links below that will take you to the unaffiliated advisor’s website. Confluence sub-advises an open-end mutual fund, First Trust/Confluence Small Cap Value Fund (FOVAX, FOVIX, FOVCX, FOVRX), and a sector-specific closed-end fund, First Trust Specialty Finance and Financial Opportunities Fund (NYSE: FGB). For information on creating and administering spaces, See Spaces. Gary has more than 20 years of experience in the financial services industry and an in-depth understanding of mutual fund operations, regulations, project management, and quality control. The Fund seeks to provide long-term capital appreciation by investing in equity securities of U.S. listed companies with small market capitalizations at the time of investment. Award-winning global technology solutions provider announces unified, broader range of products following its 2019 acquisition of StatPro. Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Phone Number 412-802-8632 Founded in 1991, Confluence is a global leader in fund administration automation. This guide covers features and functions that are only available to administrators. As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements. StatPro Group’s acquisition of the European regulatory risk services bureau, ODDO-BHF, has been seamlessly migrated from a legacy risk management solution to StatPro’s cloud-based platform, Rev... StatPro Group, the global provider of award-winning portfolio analytics solutions and part of Confluence, today announced that Revolution has won the award for Best Performance & Attribution ... An Infovest StatPro implementation is giving an Italian securities services and bank payment services firm a competitive edge, and driving European interest in StatPro’s SPC solution. As the demand from clients and regulators for transparency in financial and operational risk continues to grow, a sophisticated and comprehensive solution is essential to mitigate risk and meet regulatory requirements. From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. As the amount of data within the investment management industry continues to increase, and there is increasing demand from clients and regulator to provide detailed and granular analysis, we help you transform your raw data into meaningful and insightful solutions to complex data challenges. As the investment management industry deals with ever-present data challenges along with increasing demands from clients and regulators to provide more detailed data and granular analysis, we help our clients transform raw data into meaningful insights, providing solutions to complex data challenges. We use cookies to ensure that we give you the best experience on our website. Confluence Technologies has released the latest version of its flagship mutual fund software, FundStation Version 4.30. Past performance is no guarantee of future results. Improve efficiency, control and scalability by transforming the way you manage investor communications. Saint Louis, MO 63119 From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. StatPro Revolution celebrates fourth consecutive win for Best Performance & Attribution product at the Risk.net Market Technology Awards. Copyright Confluence Investment Management LLC. Oct 30, 2019 – Fund Intelligence Confluence acquires cloud-based analytic solutions provider, StatPro Oct 29, 2019 – International Comparative Legal Guides Sitemap. Through automated content creation, publishing and delivery of regulatory disclosures, financial reports and shareholder marketing documents, you can elevate operational excellence and streamline the delivery of investor communications. Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Confluence announced today that its fund administrator and asset manager clients servicing or managing European Money Market Funds (MMFs) have successfully met … Increase scalability and efficiency, while you navigate and comply with complicated global regulatory mandates. Confluence helps investment management companies gain unprecedented control by automating every step of the fund administration process including the collection, creation, confirmation, and delivery of investment product data. Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a … Always consult a financial, tax and/or legal professional regarding your specific situation. We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.

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