Confluence, the global investment management industry’s leading provider of fully automated data management solutions, enables investment management firms to reduce costs and eliminate risk through automation and consolidation of critical business processes.

Confluence products automate every step of the process collection, creation, confirmation and delivery for investment product data. Over 60% of U.S. mutual funds rely on Confluence to solve a wide range of problems from performance measurement to customized reporting for mutual funds, variable products, alternative investments and other instruments.