Transforms raw data into meaningful insights, providing solutions to complex data challenges in the investment management industry.
Vendor
Confluence
Company Website

In the investment management industry, firms face constant data challenges and increasing demands from clients and regulators for detailed data and granular analysis. Confluence's Data Technology & Services helps clients transform their raw data into meaningful insights, providing solutions to complex data challenges. The solutions provide clean and accurate data, consolidate and aggregate disparate data sources, allowing firms to focus on core activities. Making use of open and flexible technology, that can be easily implemented into your ecosystem, you can make use of reliable and timely data and turn that knowledge into action, helping you make informed investment decisions and provide clients and shareholders with the data that they need. Confluence offers transparent and open architecture, efficient and cost-effective solutions for finding and integrating accessible, quality benchmarks for performance and risk analysis, easy and transparent valuations of over the counter (OTC) derivatives and complex assets, intelligent management of report structures and content, accountability through clear workflow and an automatic audit trail, implementation of sustainable investment strategies and products or test adherence of portfolios to ESG standards, agile investment data management, reduction of risk and increase efficiency involved in the pricing of a wide range of securities and funds, and transformation, enhancement, and movement of data to make your processes more efficient, easier, and safer.