General Info

Confluence is a provider of fully automated data management solutions to investment management industry. The company offers FundStation and Clear Portfolio for performance measurement, and holdings and financial statement reporting. Its products and reporting services enable investment management firms to reduce costs and eliminate risk through automation and consolidation of critical business processes. The firm s products work for investment product data at various steps, such as collection, creation, confirmation and delivery. The company offers solutions to a variety of problems, including performance measurement, customized reporting for mutual funds and alternative investments. The firm s client list includes Merrill Lynch, Janus, The Bank of New York and U.S. Bancorp. The company is headquartered in Pittsburgh.