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Confluence Technologies offers a range of data-driven investment management solutions, focusing on performance analytics, risk management, and regulatory compliance. Their main product offerings include:
Portfolio Analytics and Reporting Information System (PARis): This system provides advanced analytics and reporting capabilities for asset allocators and owners, allowing for performance, attribution, and peer-benchmark analysis. It features over 200 pre-built templates for standardized or custom reports.
Style Analytics Fixed Income: This product extends their equity analytics capabilities into fixed income, offering transparency across credit risk, interest rate risk, yield, and derivative exposures. It includes tools like the "Fixed Income Skyline" for visualizing portfolio risks, helping asset managers communicate portfolio strategies effectively.
Revolution Composites: A cloud-based platform that provides comprehensive analytics and reporting of portfolio performance, attribution, risk, ESG, and compliance. It includes features for multi-asset performance analytics and tools aimed at reducing costs and improving client communication.
Data Automation: This feature integrates with partners like Canoe Intelligence to automate data collection and validation, enhancing operational efficiency and eliminating manual bottlenecks in portfolio reporting.
TSG Verification Export: This enhancement allows clients to generate standardized GIPS® standards verification reports efficiently, reducing operational risk and improving accuracy.
These offerings are designed to support asset managers and compliance officers in managing large portfolios and ensuring regulatory compliance.