Tag: Confluence

WealthTechs Confluence, FundGuard partner up

Confluence Technologies has partnered with cloud native, AI-powered investment accounting platform FundGuard.

How companies can formulate the best ESG strategy

In a time where ESG is on the rise, many businesses are still plagued by the lack of concrete ESG-focused regulation in their sectors.

How to navigate the SEC Marketing Rule

In 2021, the SEC’s Marketing Rule came into law, which expanded the definition of what is classified as advertising. How can companies navigate it?

What is the state of ESG regulatory reporting?

With ESG continuing to grow in stature and presence, regulatory frameworks are quickly emerging to standardise the reporting of ESG metrics.

3rd annual CyberTech100 lists companies best protecting financial institutions

The third annual CyberTech100 has been revealed, detailing the must-know names in the industry.

The role of SEC Rule 22e-4 in meeting compliance and liquidity...

Unpredictable circumstances can cause the liquidity of traded financial instruments to almost disappear. In the US, the role of the SEC’s Rule 22e-4 could be helping prevent such cases.

How to see the ESG requirement as a data challenge

Financial services companies that want to meet investor requirements for ESG compliance will find that it boils down to a data challenge, claims Confluence president and COO Todd Moyer.

TA Associates buys regulatory reporting provider Confluence

TA Associates has purchased Confluence, a provider of regulatory, investor communications and performance reporting.

Confluence expects RegTech to make the way for DataTech in 2018

Confluence, a provider of investment data management automation for regulatory, financial and investor reporting, predicts RegTech will make the way for DataTech.

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