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October 06, 2015 12:38 AM ET

Internet Software and Services

Company Overview of Confluence Technologies, Inc.

Company Overview

Confluence Technologies, Inc. provides data management, automation, and regulatory solutions for asset management industry worldwide. The company offers Unity NXT, an enterprise-grade SaaS platform for fund administration automation and data control that include Unity NXT AIFMD Transparency Reporting, an alternative investment fund managers directive (AIFMD) solution that ensures control over AIFMD reporting process; Unity NXT Form PF Reporting, a report required to be filed by SEC-registered investment advisers; and Unity NXT Form CPO-PQR Reporting that requires registered commodity pool operators to report data. It provides Unity NXT Budgeting, an application that monitors budgets and fore...

600 River Avenue

Pittsburgh, PA 15212-5935

United States

Founded in 1991





Key Executives for Confluence Technologies, Inc.

Founder, Chairman, Chief Executive Officer and President
Chief Financial Officer
Chief Operating Officer
Senior Vice President and General Counsel
Senior Vice President of Services
Compensation as of Fiscal Year 2015.

Confluence Technologies, Inc. Key Developments

Confluence Launches Automated Prospectus Solution, Unity Prospectus

Confluence announced the launch of Unity Prospectus, an automated solution that eliminates the need for manual typesetting and optimizes efficiency and control in prospectus creation. By automating the creation and update process, Unity Prospectus eliminates the risk associated with the multi-party, multi-system, manual reporting process that asset managers have traditionally relied upon to develop prospectuses. The solution can also reduce the time and effort spent creating reports by up to 75%. Because Unity Prospectus leverages automated publishing, the typesetter is eliminated and the lag time from raw content to stylized draft is reduced by 99%. Unlike working with a typesetter, the content never leaves the system and updates are made in a controlled and audited fashion, improving accuracy and reducing the risk of inadvertent errors that often accompany manual typesetting. Unity Prospectus drives efficiency and control by enabling asset management reporting teams to divide report preparation into components, work on sections simultaneously and manage the complete process in one system. Individual report sections can then be automatically reassembled into a prospectus for review and dissemination. The solution includes a content library that allows content to be maintained once and reused across documents within a fund prospectus. It also provides the ability to reuse that content to create new fund prospectuses or update changes across all prospectuses that share content, eliminating confusion and reducing potential for error. Unity Prospectus provides editorial control over final content by enabling final review and assigning validation responsibilities to certain team members. Unity Prospectus provides fund managers with: Content Control: A reusable library allows asset managers to update content once, which automatically applies changes to multiple sections within documents. Workflow notifications identify stale information, giving asset managers control over when to update reports. Style Control: Reduces lag time from raw data to a stylized draft by 99%. Report layout, format and style are defined in a controlled template and automatically applied to the user's data, which never leaves the controlled system. Backline Control: Enables multiple team users to identify, track and control changes to stylized content. Historical version control and electronic identification of change mark-ups also removes the line-by-line reviews necessary in a manual typesetting process. Workflow Control: Role-based access and approvals, a robust audit trail and status indicators provide asset managers the control required to effectively manage workflow.

Confluence Appoints Irfan Salim to its Board of Directors

Confluence announced the appointment of Irfan Salim to its Board of Directors. Salim brings with him more than 30 years of experience leading fast growing business software companies. Salim most recently served as President and CEO of MarkMonitor. Prior to MarkMonitor, Salim previously held various high profile positions. He was the President and COO of Zone Labs.

Confluence Announces Executive Promotions; Opens New Office in Ireland

Confluence continues to grow and develop its team in support of its global growth trajectory. Todd Moyer has been promoted from Senior Vice President of Global Sales to Executive Vice President of Global Business Development, while seasoned financial services executive Lou DelVerme is joining the 23-year-old company as Director of North American Business Development. Moyer has spent more than a decade in the investment industry, where he has had an ear to the ground listening to industry issues and developing solutions to help asset managers and service providers drive efficiency and tackle complex problems. He will lead Confluence's global growth efforts as they relate to strategic market management and sales strategy and execution. DelVerme, as head of North American business development, will report to Moyer and be responsible for expanding Confluence's market presence in the United States and Canada. He comes to Confluence from SunGard Wealth Management, where he served for more than a decade as a senior vice president, leading teams that provide clients with enterprise wealth management solutions and services. The company's rapid global growth has also lately included the addition of Hugh Byrne, who will report to Moyer as Managing Director of Sales in Europe. The company announced opening of a new office in Ireland.

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