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Investment Data Management Automation | Confluence

Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a wide array of global investment types.

http://www.confluence.com/

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Investment Data Management Automation | Confluence | confluence.com Reviews
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Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a wide array of global investment types.
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Investment Data Management Automation | Confluence | confluence.com Reviews

https://confluence.com

Confluence delivers automated solutions for critical fund administration and reporting processes such as regulatory reporting, financial statement preparation and supports a wide array of global investment types.

SUBDOMAINS

blog.confluence.com blog.confluence.com

Confluence Blog - Recent updates and insights on investment data management automation

Recent updates and insights on investment data management automation. 2017 or The Rise of RegTech. January 9, 2017. The idea that RegTech will be a driver of progress across the industry has already started to spread among asset managers, their service providers and regulators, and we believe that it will continue to rise quickly in 2017. Year after year, the asset management industry is met with new rounds of regulatory requirements that promise […]. December 12, 2016. Regulatory Technology: Then and Now.

INTERNAL PAGES

confluence.com confluence.com
1

Data-Driven Solutions | Confluence

https://www.confluence.com/en-us/solutions

Jump to main content. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. Unity Performance and Analytics. 039;40 Act Mutual Funds. 039;40 Act Money Market Funds. Business Process Outsourcing Services. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. 039;40 Act Mutual Funds.

2

Investment Data Management Automation | Confluence

https://www.confluence.com/fr

Jump to main content. Solutions axées sur les données. Communication avec les investisseurs. Réalisation de rapports réglementaires. Unity NXT AIFMD Transparency Reporting. Unity NXT Form PF Reporting. Unity NXT Form CPO-PQR Reporting. Unity Solvency II Reporting. Gestion des dépenses liées aux fonds. Unity NXT Budgeting and Payments. Réalisation de rapports de performance. Unity Performance and Analytics. Produits à rente variable. Fonds communs de placement canadiens. Comptes en gestion distincte.

3

Awards | Confluence

https://www.confluence.com/en-us/about?Awards-4

Jump to main content. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. Unity Performance and Analytics. 039;40 Act Mutual Funds. 039;40 Act Money Market Funds. Business Process Outsourcing Services. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. 039;40 Act Mutual Funds.

4

Corporate Values | Confluence

https://www.confluence.com/en-us/about?Corporate-Values-2

Jump to main content. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. Unity Performance and Analytics. 039;40 Act Mutual Funds. 039;40 Act Money Market Funds. Business Process Outsourcing Services. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. 039;40 Act Mutual Funds.

5

Leadership | Confluence

https://www.confluence.com/en-us/about?Leadership-5

Jump to main content. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. Unity Performance and Analytics. 039;40 Act Mutual Funds. 039;40 Act Money Market Funds. Business Process Outsourcing Services. Unity NXT AIFMD Transparency Reporting. Unity NXT Form CPO-PQR Reporting. Unity NXT Form PF Reporting. Unity Solvency II Reporting. Unity NXT Budgeting and Payments. 039;40 Act Mutual Funds.

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steveferman.wordpress.com steveferman.wordpress.com

The Year of the Hack (Data Breach) | Cloudy with a Chance of Recovery

https://steveferman.wordpress.com/2015/01/26/the-year-of-the-hack-data-breach

Cloudy with a Chance of Recovery. Just another post by Steve Ferman. CLOUD 2.0 The next phase of cloud computing has arrived. The Year of the Hack (Data Breach). January 26, 2015. The Year of the Hack (Data Breach). That sums up the State, the US and European countries are in but my quest as a Cloud Integrator is how can I protect my clients and what they can do to help in this cops and robbers battle. Or www.onelogin.com. Or www.confluence.com. To name a few and the likes of www.skype.com. The Year of t...

blog.confluence.com blog.confluence.com

Regulatory/Compliance Archives - Confluence Blog

http://blog.confluence.com/category/regulatorycompliance

Recent updates and insights on investment data management automation. UK Regulator Clarifies Position for Non-EU AIFMs. February 6, 2017. Increment or Platform: How Regulation is Driving the Move from Point Solutions to Platform Technology. January 30, 2017. 2017 or The Rise of RegTech. January 9, 2017. The idea that RegTech will be a driver of progress across the industry has already started to spread among asset managers, their service providers and regulators, and we believe that it will continue to r...

blog.confluence.com blog.confluence.com

How User Experience is Barging into the Discussions of FinTech Software Evaluation and Adoption - Confluence Blog

http://blog.confluence.com/user-experience-barging-discussions-fintech-software-evaluation-adoption

Recent updates and insights on investment data management automation. How User Experience is Barging into the Discussions of FinTech Software Evaluation and Adoption. October 19, 2016. 40 percent of U.S. consumers will move to another provider if a bank’s website is not mobile-optimized. Similarly, an article published in UX Magazine. Says that a whopping 91 percent of mobile users. Keep their phones or tablets within reach 100 percent of the time and over 400 million users. Strict regulations have resul...

blog.confluence.com blog.confluence.com

Gary Casagrande

http://blog.confluence.com/author/gcasagrande

Recent updates and insights on investment data management automation. Author Archive Gary Casagrande. Culture Change in Fund Administration. Time to Put Away the Red Pen. February 21, 2017. It’s time for the fund administration culture to change. 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. In those days, everyone in the industry […]. April 27, 2016.

blog.confluence.com blog.confluence.com

Thomas Pfister, Author at Confluence Blog

http://blog.confluence.com/author/tompfister

Recent updates and insights on investment data management automation. Author Archive Thomas Pfister. FCA Green Lights Cloud Technologies. September 28, 2016. Cloud in Financial Services. Cloud technology has been around for years now and we are all using it in some ways. If you have an iPhone, then you are using the iCloud all day every day without even realizing it. Your DropBox, your Google Drive, your Amazon account are all using cloud computing. At work, it’s your Microsoft One […]. February 21, 2017.

blog.confluence.com blog.confluence.com

The Strange Twists and Turns of Politics - Confluence Blog

http://blog.confluence.com/strange-twists-turns-politics

Recent updates and insights on investment data management automation. The Strange Twists and Turns of Politics. August 16, 2016. We’ll postpone the vote if, there’s a little confusion here, so we’ll postpone the vote. The Citizens United decision. So what does all this have to do with the asset management industry? What if another member resigns? What if two more members resign and the SEC is down to just one sitting member? It states that the quorum is three unless there are fewer than three members, in...

petewildermuth.com petewildermuth.com

Confluence Wiki – Not so Wacki

http://www.petewildermuth.com/2009/08/confluence-wiki-not-so-wacki

Confluence Wiki – Not so Wacki. Is a great example of a Rich Internet Application which combines the best of online and offline experiences. The major features of Confluence such as collaboration, document management, version control, security, comments, notifications, online storage, search and office integration are available through a browser. These features plus an interactive GUI, ajax functionality and a java based structural core, all contribute to a fast, engaging user experience. Adds rich, comp...

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