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Confluence and FundGuard Partner to Streamline Fund Reporting
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will combine functionality from Confluence’s fund administration platform Unity™ and Revolution, its suite of asset management performance and risk solutions, with FundGuard’s investment accounting platform to increase operational efficiency and streamline fund reporting for asset managers, asset owners, and fund administrators.
Tom Pfister, Managing Director, Compliance, Reporting and Services, Confluence comments: “With ever-evolving regulations a part of today’s reality, customers are demanding fund reporting systems that are fast, integrated, consistent and easy to use. Confluence’s UnityTM and UnityTM NXT Regulatory Reporting platforms complemented by FundGuard’s solution strengthens delivery quality, and drives regulatory-compliant results with speed, scale, and efficiency.”
“The partnership we have developed with Confluence allows our collective clients to benefit from more enhanced fund reporting capabilities,” said John Lehner, President, FundGuard. “Our shared goal to help customers streamline their operations while navigating increasingly complex data challenges has led us to an optimized solution that combines strengths from both platforms to deliver the best possible customer experience and outcomes.”
Confluence’s Unity and Performance and Risk platforms automate and integrate critical fund administration processes, including the collection, creation, confirmation and delivery of investment product data. FundGuard offers asset managers and their service providers a truly digital multi-book investment accounting platform with real-time data that’s seamlessly integrated across all workflows. The complementary solutions will create faster and more consistent reporting, allowing customers to handle more funds with fewer resources and eliminate errors. This is especially important in today’s marketplace as the need for regulatory transparency continues to increase.
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TransUnion Advances AI-Driven Credit Intelligence with Google Cloud
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Nivo Rolls Out Nivo AI to Brokers and Lenders Following Successful Early Adopter Phase
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Seapoint and WealthKernel Partner to Simplify Treasury Management for European Startups
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Innovate Finance Releases 10th Annual Women in FinTech Powerlist 2025
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Smarsh Launches AI-Enabled Communication Surveillance for Small to Medium Businesses
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Raisin Launches Its Savings Platform in Italy, Entering Europe’s Third-Largest Deposit Market
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Cytora and Quarticle Partner to Embed Cloud-Native GeoIntelligence into Commercial Insurance Workflows
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Integrity Viking Funds Modernizes Investment Accounting Infrastructure with FIS Investment Accounting Manager
Global financial technology leader FIS® today announced that Integrity Viking Funds has selected FIS Investment Accounting Manager to modernize its investment accounting infrastructure. The partnership demonstrates FIS’ ability to deliver enterprise-grade technology to handle increasingly complex investment strategies without prohibitive costs or operational complexity to assets managers of all sizes.
The True Cost of Fixed Income E-Trading: Transparency, Margins and Market Structure
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KAST Appoints Former Binance Global Communications Leader Brad Jaffe as Chief Communications Officer
KAST, the global platform built on stablecoin rails, announced today that Brad Jaffe, who led global communications at cryptocurrency exchange Binance for more than three years during a period of rapid global growth and regulatory evolution, has joined the company as Chief Communications Officer.
Karby Leggett Appointed Head of Digital Assets for GCNA, South Asia and ASEAN
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Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer
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Apex Fintech Solutions and Wavvest Announce Strategic Partnership to Deliver AI-Powered Financial Planning
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