www.confluence.com Open in urlscan Pro
2606:4700:4400::6812:21bd  Public Scan

Form analysis
2 forms found in the DOM

GET https://www.confluence.com/

<form role="search" method="get" class="et_pb_searchform" action="https://www.confluence.com/">
  <div>
    <label class="screen-reader-text" for="s">Search for:</label>
    <input type="text" name="s" placeholder="Search..." class="et_pb_s" data-uw-rm-form="fx" aria-label="Search for:">
    <input type="hidden" name="et_pb_searchform_submit" value="et_search_proccess">
    <input type="hidden" name="et_pb_include_posts" value="yes">
    <input type="hidden" name="et_pb_include_pages" value="yes">
    <input type="submit" value="Search" class="et_pb_searchsubmit" data-uw-rm-form="fx" aria-label="Search for:" style="">
  </div>
</form>

GET https://www.confluence.com/

<form role="search" method="get" class="et_pb_searchform" action="https://www.confluence.com/">
  <div>
    <label class="screen-reader-text" for="s">Search for:</label>
    <input type="text" name="s" placeholder="Search..." class="et_pb_s" data-uw-rm-form="fx" aria-label="Search for:">
    <input type="hidden" name="et_pb_searchform_submit" value="et_search_proccess">
    <input type="hidden" name="et_pb_include_posts" value="yes">
    <input type="hidden" name="et_pb_include_pages" value="yes">
    <input type="submit" value="Search" class="et_pb_searchsubmit" data-uw-rm-form="fx" aria-label="Search for:" style="">
  </div>
</form>

Text Content

Skip to main contentEnable accessibility for visually impairedOpen the
accessibility menu Open the Accessible Navigation Menu








THIS WEBSITE USES COOKIES

We use cookies to personalize content and ads, to provide social media features
and to analyse our traffic. We also share information about your use of our site
with our social media, advertising and analytics partners who may combine it
with other information that you’ve provided to them or that they’ve collected
from your use of their services. By clicking OK, you consent to our cookies.
View our cookie policy here.
Do not sell or share my personal information
Use necessary cookies only Allow all cookies Show details
OK
Use necessary cookies only Allow selection Allow all cookies
Necessary
Preferences
Statistics
Marketing
Show details
Cookie declaration [#IABV2SETTINGS#] About
 Necessary (17)  Preferences (3)  Statistics (16)  Marketing (19)  Unclassified
(1)
Necessary cookies help make a website usable by enabling basic functions like
page navigation and access to secure areas of the website. The website cannot
function properly without these cookies.

NameProviderPurposeExpiryTypeuw-icon-localescdn.userway.orgUsed to keep settings
on the website's accessibility widget. This helps people with e.g. vision
disabilities to properly navigate the site.
PersistentHTMLobject(#-#-##:#:#.#)KalturaHolds the users
timezone.PersistentHTMLCookieConsent [x2]content.confluence.com
CookiebotStores the user's cookie consent state for the current domain1
yearHTTPvisitor_id#-hash [x3]content.confluence.com
PardotUsed to encrypt and contain visitor data. This is necessary for the
security of the user data. 10 yearsHTTP_cfuvid [x3]Hubspot
zoominfo.comThis cookie is a part of the services provided by Cloudflare -
Including load-balancing, deliverance of website content and serving DNS
connection for website operators. SessionHTTP__cf_bm [x2]Hubspot
zoominfo.comThis cookie is used to distinguish between humans and bots. This is
beneficial for the website, in order to make valid reports on the use of their
website.1 dayHTTP1.gifCookiebotUsed to count the number of sessions to the
website, necessary for optimizing CMP product delivery.
SessionPixelJSESSIONIDNew RelicPreserves users states across page
requests.SessionHTTPcookies.jsAmazonDetermines whether the visitor has accepted
the cookie consent box. This ensures that the cookie consent box will not be
presented again upon re-entry. SessionHTTP_MGZ_ÜberflipDetects whether website
animated content should be enabled.SessionHTTPvisitorIdws.zoominfo.comPreserves
users states across page requests.1 yearHTTP

Preference cookies enable a website to remember information that changes the way
the website behaves or looks, like your preferred language or the region that
you are in.

NameProviderPurposeExpiryTypeloglevelwww.confluence.comMaintains settings and
outputs when using the Developer Tools Console on current
session.PersistentHTMLwistia-video-progress-#www.confluence.comContains a
timestamp for the website’s video-content. This allows the user to resume
watching without having to start over, if the user leaves the video or website.
PersistentHTMLreduxPersistIndexAmazonMaintains website settings across multiple
visits. 7 daysHTTP

Statistic cookies help website owners to understand how visitors interact with
websites by collecting and reporting information anonymously.

NameProviderPurposeExpiryTypewistiawww.confluence.comUsed by the website to
track the visitor's use of video-content - The cookie roots from Wistia, which
provides video-software to websites.PersistentHTML_gaGoogleRegisters a unique ID
that is used to generate statistical data on how the visitor uses the website.2
yearsHTTP_ga_#GoogleUsed by Google Analytics to collect data on the number of
times a user has visited the website as well as dates for the first and most
recent visit. 2 yearsHTTP_gatGoogleUsed by Google Analytics to throttle request
rate1 dayHTTP_gidGoogleRegisters a unique ID that is used to generate
statistical data on how the visitor uses the website.1
dayHTTP__qcaQuantcastCollects data on the user's visits to the website, such as
the number of visits, average time spent on the website and what pages have been
loaded with the purpose of generating reports for optimising the website
content.1 yearHTTP_dlt [x2]QuantcastSets a unique ID for the session. This
allows the website to obtain data on visitor behaviour for statistical
purposes.1 dayHTTPcollectGoogleUsed to send data to Google Analytics about the
visitor's device and behavior. Tracks the visitor across devices and marketing
channels.SessionPixelreduxPersist%3AlocalStorageAmazonUsed to implement
audio-content from Spotify on the website. Can also be used to register user
interaction and preferences in context with audio-content - This can serve
statistics and marketing purposes. 7 daysHTTP__qcaIssuuCollects data on the
user's visits to the website, such as the number of visits, average time spent
on the website and what pages have been loaded with the purpose of generating
reports for optimising the website content.PersistentHTMLqcSesIssuuCollects data
on the user's visits to the website, such as the number of visits, average time
spent on the website and what pages have been loaded with the purpose of
generating reports for optimising the website
content.SessionHTMLbrowser_idLinkedinUsed to recognise the visitor's browser
upon reentry on the website.5 yearsHTTPziwsSessionws.zoominfo.comCollects
statistics on the user's visits to the website, such as the number of visits,
average time spent on the website and what pages have been
read.SessionHTMLziwsSessionIdws.zoominfo.comCollects statistics on the user's
visits to the website, such as the number of visits, average time spent on the
website and what pages have been read.SessionHTMLtdGoogleRegisters statistical
data on users' behaviour on the website. Used for internal analytics by the
website operator. SessionPixel

Marketing cookies are used to track visitors across websites. The intention is
to display ads that are relevant and engaging for the individual user and
thereby more valuable for publishers and third party advertisers.

NameProviderPurposeExpiryType_gcl_auGoogleUsed by Google AdSense for
experimenting with advertisement efficiency across websites using their
services. 3 monthsHTTPpardot [x3]content.confluence.com
Pardot
www.confluence.comUsed in context with Account-Based-Marketing (ABM). The cookie
registers data such as IP-addresses, time spent on the website and page requests
for the visit. This is used for retargeting of multiple users rooting from the
same IP-addresses. ABM usually facilitates B2B marketing
purposes.SessionHTTPvisitor_id# [x3]content.confluence.com
PardotUsed in context with Account-Based-Marketing (ABM). The cookie registers
data such as IP-addresses, time spent on the website and page requests for the
visit. This is used for retargeting of multiple users rooting from the same
IP-addresses. ABM usually facilitates B2B marketing purposes.10
yearsHTTPIDEGoogleUsed by Google DoubleClick to register and report the website
user's actions after viewing or clicking one of the advertiser's ads with the
purpose of measuring the efficacy of an ad and to present targeted ads to the
user.1 yearHTTPpagead/landingGoogleCollects data on visitor behaviour from
multiple websites, in order to present more relevant advertisement - This also
allows the website to limit the number of times that they are shown the same
advertisement. SessionPixeltest_cookieGoogleUsed to check if the user's browser
supports cookies.1 dayHTTPpagead/1p-user-list/#GoogleTracks if the user has
shown interest in specific products or events across multiple websites and
detects how the user navigates between sites. This is used for measurement of
advertisement efforts and facilitates payment of referral-fees between
websites.SessionPixelhs.superstore.laboratory.2277880#defaultHubspotPendingPersistentIDBviral-links/v1/trackingHubspotTracks
the individual sessions on the website, allowing the website to compile
statistical data from multiple visits. This data can also be used to create
leads for marketing purposes.SessionPixeliutkIssuuRecognises the user's device
and what Issuu documents have been read.SessionHTTPlpv#PardotUsed in context
with behavioral tracking by the website. The cookie registers the user’s
behavior and navigation across multiple websites and ensures that no tracking
errors occur when the user has multiple browser-tabs open. 1
dayHTTPanchor-website#keyvaluepairsAnchor FMUsed to implement audio-content from
Spotify on the website. Can also be used to register user interaction and
preferences in context with audio-content - This can serve statistics and
marketing purposes.
PersistentIDBanchor-website#local-forage-detect-blob-supportAnchor FMUsed to
implement audio-content from Spotify on the website. Can also be used to
register user interaction and preferences in context with audio-content - This
can serve statistics and marketing purposes.
PersistentIDBreduxPersist%3AvoiceMessageCreationModalScreenAmazonTargets ads
based on behavioural profiling and geographical location.7
daysHTTPmcQuantcastCollects data on the user's visits to the website, such as
what pages have been loaded. The registered data is used for targeted ads.13
monthsHTTP

Unclassified cookies are cookies that we are in the process of classifying,
together with the providers of individual cookies.

NameProviderPurposeExpiryTypereduxPersist%3AtutorialAmazonPending7 daysHTTP

 [#IABV2_LABEL_PURPOSES#]  [#IABV2_LABEL_FEATURES#]  [#IABV2_LABEL_PARTNERS#]
[#IABV2_BODY_PURPOSES#]
[#IABV2_BODY_FEATURES#]
[#IABV2_BODY_PARTNERS#]
Cookies are small text files that can be used by websites to make a user's
experience more efficient.

The law states that we can store cookies on your device if they are strictly
necessary for the operation of this site. For all other types of cookies we need
your permission.

This site uses different types of cookies. Some cookies are placed by third
party services that appear on our pages.

You can at any time change or withdraw your consent from the Cookie Declaration
on our website.

Learn more about who we are, how you can contact us and how we process personal
data in our Privacy Policy.
Cookie declaration last updated on 09.03.24 by Cookiebot
Search for:
 * Follow
 * Follow
 * Follow


 * Solutions
    * * Private Fund Reporting Platform
        Tailored solutions for private funds
        
        
         *  * PRIVATE FUND REPORTING PLATFORM
              
              Confluence leverages its success by extending tailored solutions
              to private funds, addressing evolving regulations like the Private
              Fund Rule, enhancing compliance effectively.
              
              Learn more about our Private Fund Reporting Platform
      
      * Performance & Analytics
        Performance, attribution and composites
        
        
         *  * PERFORMANCE & ANALYTICS
              
              From data technology silos to a sophisticated and complete
              portfolio analytics solution, you are empowered with transparent
              and accurate oversight into performance and attribution across the
              organization, giving you the ability to evaluate and enhance your
              investment strategies.
              
              Learn More about Performance & Analytics
              Performance Measurement
              GIPS Compliance
              Attribution
              Style Factor Analysis
              Manager Research
              
              Reporting
              Hosted Portfolio Management
              Fund Performance
              Institutional Plan Analytics & Reporting
              Institutional Plan Data Insights
      
      * Risk
        Multi-asset risk management and analytics
        
        
         *  * RISK
              
              As the demand from clients and regulators for transparency in
              financial and operational risk continues to grow, a sophisticated
              and comprehensive solution is essential to mitigate risk and meet
              regulatory requirements.
              
              Learn More about Risk
              Multi-Asset Risk
              
              Risk Analytics
      
      * Data Technology & Services
        Integrated data management and processing
        
        
         *  * DATA TECHNOLOGY & SERVICES
              
              As the investment management industry deals with ever-present data
              challenges along with increasing demands from clients and
              regulators to provide more detailed data and granular analysis, we
              help our clients transform raw data into meaningful insights,
              providing solutions to complex data challenges.
              
              Learn More about Data Technology & Services
              Investment Data Warehouse
              Data Transformation
              Complex Asset Pricing
              Pricing and Valuation Services
              
              ESG Indices and Benchmarks
              Custom Reporting Solution
              Index Benchmark Services
      
      * Regulatory
        Regulatory risk, compliance and reporting
        
        
         *  * REGULATORY
              
              Empower your team with regulatory insight and flexible data
              automation, comprehensive analytics, and automated output through
              a controlled and auditable system covering all aspects of
              regulatory risk, compliance and reporting. Increase scalability
              and efficiency, while you navigate and comply with complicated
              global regulatory mandates.
              
              Learn More about Regulatory
              Regulatory Compliance
              PRIIPs KID
              Fund Reporting
              Transaction Reporting
              
              Post-Trade Compliance
              Regulatory Reporting
              Investment Monitoring
              Compliance Management
      
      * Investor Communications
        Reporting, disclosures and fact sheets
        
        
         *  * INVESTOR COMMUNICATIONS
              
              Improve efficiency, control and scalability by transforming the
              way you manage investor communications. Through automated content
              creation, publishing and delivery of regulatory disclosures,
              financial reports and shareholder marketing documents, you can
              elevate operational excellence and streamline the delivery of
              investor communications.
              
              Learn More about Investor Communications
              Financial Reporting
              Prospectus
              Tailored Shareholder Reporting
              
              Fact Sheets
              Fund Expense Management
      
      * ESG Solutions
        
        
         *  * ESG SOLUTIONS
              
              ESG data and reporting enables institutional investors and asset
              managers to manage environmental, social and governance (ESG)
              standards and restrictions reliably and efficiently, to comply
              with client investment guidelines, to implement client mandates,
              and to monitor ESG portfolio risks.
              
              Learn More about ESG Solutions

 * Services
    * Managed Services
    * Support

 * Clients
    * Asset Owners
    * Asset Service Providers
    * Asset Managers

 * Resources
    * Blog
    * Reports
    * Case Studies
    * White Papers
    * Videos
    * Podcasts
    * Glossary

 * Events
 * News
 * About
    * Our Story
    * Our People
       * Leadership
   
    * Careers
    * Awards
    * Media Room
    * Social Responsibility
    * Information Security
    * COVID-19

 * Contact
    * Cape Town
    * Ho Chi Minh City
    * London
    * Luxembourg
    * Milan
    * Montreal
    * Paris
    * Pittsburgh
    * Toronto

 * Log in


Solutions


PRIVATE FUND REPORTING PLATFORM

Confluence leverages its proven global regulatory solution to address the
Private Fund Rule and other evolving regulations, enhancing compliance
effectively.

Learn More



WE ARE CONFLUENCE


EMPOWERING KNOWLEDGE.

We are a global leader in data-driven investment management solutions partnering
with our clients to deliver products and services designed to optimize
efficiency and control.

Learn more about us



0

OVER 1000 CLIENTS USE OUR SERVICES AND SOLUTIONS


0

SERVICING CLIENTS IN 40 COUNTRIES WORLDWIDE


0

THE TOP 10 ASSET MANAGERS RELY ON OUR SOLUTIONS


0

THE TOP 10 SERVICE PROVIDERS RELY ON OUR SOLUTIONS

WHAT WE ARE DOING


LATEST NEWS & RESOURCES


IN THE NEWS: SHOULD OUTSOURCED CHIEF INVESTMENT OFFICERS (OCIOS) COMPLY WITH THE
NEW GIPS STANDARDS?

Navigating the evolving landscape of Outsourced Chief Investment Officers
(OCIOs) within the realm of the Global Investment Performance Standards (GIPS®)
is a pertinent concern in the financial sphere.

Find Out More

News


PRESS RELEASE: CONFLUENCE INTEGRATES MSCI ESG RESEARCH DATA INTO ITS STYLE
ANALYTICS SOLUTION

News

About ConfluenceConfluence is a leading global technology solutions provider
committed to helping the investment management industry solve complex data
challenges across the front, middle and back office. From data-driven portfolio
analytics to compliance and...

Read more


CONFLUENCE IS PROUD TO ANNOUNCE THE NEW MSCI ESG MODULE IN STYLE ANALYTICS

Videos


Read more


WE’RE CELEBRATING WOMEN’S HISTORY MONTH – KATIE’S STORY

Blog


Read more
All Resources


WHO WE WORK WITH


CLIENTS AND INDUSTRIES

Asset Managers
Asset Owners
Asset Service Providers

OUR SOLUTIONS

PERFORMANCE & ANALYTICS

RISK

DATA TECHNOLOGY & SERVICES

REGULATORY

INVESTOR COMMUNICATIONS

INVESTOR COMMUNICATIONS

WHAT WE DO


DATA-DRIVEN SOLUTIONS

We are a global leader in data-driven investment management solutions,
partnering with our clients to deliver products and services designed to
optimize efficiency and control.

Learn more
 * Performance & Analytics
 * Risk
 * Data Technology & Services
 * Regulatory
 * Investor Communications

PERFORMANCE & ANALYTICS


PERFORMANCE, ATTRIBUTION AND COMPOSITES

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Learn more
Performance Measurement
GIPS Compliance
Attribution
Reporting
Hosted Portfolio Management
Fund Performance
Style Factor Analysis
Institutional Plan Analytics & Reporting
Institutional Plan Data Insights
Manager Research

RISK


MULTI-ASSET RISK MANAGEMENT AND ANALYTICS

As the demand from clients and regulators for transparency in financial and
operational risk continues to grow, a sophisticated and comprehensive solution
is essential to mitigate risk and meet regulatory requirements.

Learn more
Multi-Asset Risk
Risk Analytics

DATA TECHNOLOGY & SERVICES


INTEGRATED DATA MANAGEMENT AND PROCESSING

As the investment management industry deals with ever-present data challenges
along with increasing demands from clients and regulators to provide more
detailed data and granular analysis, we help our clients transform raw data into
meaningful insights, providing solutions to complex data challenges.

Learn more
Investment Data Warehouse
Data Transformation
Complex Asset Pricing
Pricing Valuation Services
ESG Indices and Benchmarks
Custom Reporting Solution
Index Benchmark Services

REGULATORY


REGULATORY RISK, COMPLIANCE AND REPORTING

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Learn more
Regulatory Compliance
Regulatory Reporting
Post Trade Compliance
PRIIPs KID
Fund Reporting
Investment Monitoring
Transaction Reporting
Compliance Management

INVESTOR COMMUNICATIONS


REPORTING, DISCLOSURES AND FACT SHEETS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Learn more
Financial Reporting
Prospectus
Factsheets
Fund Expense Management
Tailored Shareholder Reporting


DATA-DRIVEN SOLUTIONS

We are a global leader in data-driven investment management solutions,
partnering with our clients to deliver products and services designed to
optimize efficiency and control.

Find out more


PERFORMANCE & ANALYTICS

From data technology silos to a sophisticated and complete portfolio analytics
solution, you are empowered with transparent and accurate oversight into
performance and attribution across the organization, giving you the ability to
evaluate and enhance your investment strategies.

Find out more


RISK

As the demand for transparency continues to grow when it comes to clients and
regulators looking for oversight with regards to financial and operational risk,
a sophisticated and comprehensive risk solution is essential to mitigate risk
and meet regulatory criteria.

Find out more


DATA TECHNOLOGY & SERVICES

As the amount of data within the investment management industry continues to
increase, and there is increasing demand from clients and regulator to provide
detailed and granular analysis, we help you transform your raw data into
meaningful and insightful solutions to complex data challenges.

Find out more


REGULATORY

Empower your team with regulatory insight and flexible data automation,
comprehensive analytics, and automated output through a controlled and auditable
system covering all aspects of regulatory risk, compliance and reporting.
Increase scalability and efficiency, while you navigate and comply with
complicated global regulatory mandates.

Find out more


INVESTOR COMMUNICATIONS

Improve efficiency, control and scalability by transforming the way you manage
investor communications. Through automated content creation, publishing and
delivery of regulatory disclosures, financial reports and shareholder marketing
documents, you can elevate operational excellence and streamline the delivery of
investor communications.

Find out more


REQUEST A DEMO

CONTACT US

REQUEST A


DEMO

COMPLETE THE FORM TO GET STARTED





FOR ENQUIRIES


CONTACT US

COMPLETE THE FORM TO GET STARTED





OUR COMPANY

 * About Confluence
 * Our People
 * Careers
 * Awards
 * Media

SOLUTIONS

 * Performance & Analytics
 * Risk
 * Data Technology & Services
 * Regulatory
 * Investor Communications

QUICK LINKS

 * Resources
 * Events
 * News
 * Support
 * Index Governance

CONFLUENCE FAMILY

 * CSS
 * Investment Metrics
 * ECPI Group

GLOBAL OFFICES

Cape Town
Toronto
Ho Chi Minh City

London
Luxembourg

Montreal
Paris

Pittsburgh
Milan

SEARCH CONFLUENCE

Search for:

Copyright © 2023 – Design by Lumisi

Modern Slavery and Human Trafficking Cookie Policy Terms of Use Privacy Notices

Copyright © 2023 – Design by Lumisi

Please ensure Javascript is enabled for purposes of website accessibility