Confluence® Technologies and ACA Group Partner to Automate GIPS® Verification Data Feeds

WHY THIS MATTERS
This partnership tackles a long-standing inefficiency in asset management: the manual, time-consuming process of preparing data for GIPS verification. By automating data extraction and formatting directly from Confluence’s Revolution Composites platform to meet ACA’s exact requirements, firms can significantly reduce operational burden, minimise errors, and accelerate verification timelines. In an industry where accuracy and transparency are critical, removing manual intervention not only improves efficiency but also strengthens confidence in reported performance.

It also reflects a broader trend toward automation in compliance and reporting. As regulatory expectations increase and investors demand greater transparency, asset managers are under pressure to deliver verified performance data faster and more reliably. Solutions that embed compliance workflows directly into core systems—rather than treating them as separate, manual processes—are becoming essential for firms looking to scale without increasing operational complexity.

Confluence Technologies, Inc. (“Confluence”), a leading global technology solutions provider delivering innovative investment data management automation, and ACA Group (“ACA”), the leading governance, risk, and compliance advisor in financial services, today announced a partnership to deliver automated standard feeds from Confluence’s Revolution Composites platform built specifically to ACA’s verification requirements.

The collaboration creates a streamlined workflow for mutual clients, enabling them to leverage the data held within the Revolution Composites platform to meet ACA’s Global Investment Performance Standards (GIPS) verification requirements. With the push of a button, clients can extract and deliver the required data, in the exact format specified by ACA. This eliminates the need for manual data mining and reformatting, reduces the risk of errors, and significantly shortens the overall time to verification. 

“This partnership reduces friction in the verification process so our clients can focus on results,” said Kathleen Keenan, Chief Product Office at Confluence. “By standardizing the data output from our Revolution Composites platform to meet ACA’s specifications, we are removing the manual back-and-forth that often delays verification. Clients can now trust that the data they provide accurately reflects the output from Revolution, is formatted correctly, and ready for immediate analysis.” 

The new standard ACA verification reports in Revolution Composites address a critical industry need for efficiency in marketing performance results. By replacing manual processes with an automated, low-touch workflow, the solution reduces the time and costs associated with the verification process – a key building block for firms looking to publish and market their performance results faster and with greater confidence. 

“We are excited to partner with Confluence to bring this level of automation to our mutual clients,” said Chase Frei, Head of Performance at ACA Group. “The standard ACA verifier reports eliminate the traditional administrative burden of requesting and formatting data. This integration allows us to streamline the verification process, ultimately helping asset managers demonstrate their performance and compliance more effectively to the market.” 

The integrated solution enables clients to:

• Generate standard ACA verification exports directly from the Revolution Composites platform with a few clicks.
• Automate data mining to reduce the risk of formatting errors during the verification process.
• Accelerate the GIPS verification timeline by providing data in the exact format ACA requires.
• Reduce operational costs and administrative burden associated with performance reporting and compliance.

FF NEWS TAKE
This collaboration highlights how automation is reshaping the “plumbing” of asset management, particularly in areas like performance reporting and compliance that have historically been resource-intensive. By standardising outputs and aligning them directly with verifier requirements, Confluence and ACA are removing a key friction point that slows down time-to-market for performance data.

However, while automation can drive efficiency, it also raises expectations around data governance and system integrity. Firms will need to ensure that upstream data quality is robust, as automated outputs are only as reliable as the inputs behind them. If executed well, this kind of integration could become the norm, setting a new standard for how asset managers handle verification and compliance workflows.