Todd Moyer will lead operational excellence and revenue growth for Pittsburgh-based Confluence.
As European firms move to comply with data and reporting requirements under MMF Reform, they can learn from a similar initiative introduced seven years ago in the US
With an increase in regulation requiring automated processes and accurate data, adoption of so-called regtech tools is likely to snowball, participants say.
Fund administrator will also use the vendor's Unity Prospectus product.
For financial firms, more data volumes and data-centric regulations mean a need for more chief data officers.
Confluence's platform will help Royal London support the increasing reporting burden associated with its growing alternative investments business.
London-based asset manager implemented reporting solution for compliance with the rule.
Buy-Side Technology Awards 2016: Best Use of the Agile Methodology by a Technology Vendor—Confluence
Waters ran a two-part feature on the Agile software development methodology earlier this year, looking at how capital markets firms and technology providers use it to provide consistent, regular software updates demanded specifically by their end-users. …
The new release expands the central bank reporting capabilities of its Unity NXY post-trade filing solution.
Updates include reporting using Form N-PORT and Form N-CEN.
While technology transformation projects can seem more than they are, the reality is a little more practical says John.
New global head of investor communications joins from BBH
Gary Casagrande comes to Confluence from Brown Brothers Harriman.
Weighing whether insurance industry reporting requirement can yield opportunities
With the launch, the data-driven solutions provider looks to broaden its range of geographies and investment classes within the institutional portfolio business.
Two new forms, Form N-Port and N-Cen, are at the heart of a new set of rules proposed by the SEC.
Portfolio returns, performance analytics improved.
Pfister, Le Brocq joined Confluence's London office.
New solution targets open-ended mutual funds.
London-based exec role reflects the vendor's committment to the region, officials say.
Financial technology veteran Salvatore Pent promoted to COO.
Deal will allow US-based Confluence to expand its range of services and international reach.
Vendor will gain footprint in Europe from deal.
To meet various reporting requirements, automation is necessary.