Empowered investment decision-making with a complete portfolio analytics solution providing transparent and accurate oversight.
Vendor
Confluence
Company Website

Confluence's Performance & Analytics solution empowers investment decision-making by transforming data technology silos into a sophisticated and complete portfolio analytics platform. This provides transparent and accurate oversight into performance and attribution across the organization, enabling the evaluation and enhancement of investment strategies. The solution is crucial for performance teams, aiding in critical decision-making, regulatory compliance, integrity, and building client trust. It offers integrated data management and distribution, allowing for efficient workflows supported by data management and processing services. Performance teams can automatically reconcile data from internal and external sources daily into a single platform, ensuring a scalable, reconciled, and audited data management process. Portfolio analytics can be easily distributed to stakeholders in a flexible, responsive, sophisticated, and secure manner.