PITTSBURGH--(BUSINESS WIRE)--Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced the release of its new automated ...
Confluence, the global leader in investment data management automation for regulatory, financial and investor reporting, announced that their clients – fund administrators and asset managers servicing ...
Northern Trust (Nasdaq: NTRS), a leading provider of asset servicing solutions and Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting ...
Confluence's new Form CPO-PQR solution supports reporting to both the CFTC and the NFA on a wide range of required data, including investment strategy, asset classes, risk metrics, collateral, ...
Both forms are part of new requirements the US Securities and Exchange Commission passed in October 2016 around increasing transparency and modernizing reporting requirements for registered investment ...
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