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Confluence (formerly Orfival)

Confluence is uniquely positioned as the single vendor that solves the broad array of complex data-driven challenges for the global investment management industry, Confluence provides a data-centric platform of solutions which share value across products – from data integration and governance to calculation, output and reporting. The platform features regulatory reporting, investor communications, and performance and analytics solutions and supports a wide array of fund types – including mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds.

Confluence acquired specialist fund analytics company Orfival with the aim of adding new capabilities in performance risk analytics and attribution to its services, and to offer more comprehensive fund analytics services to the global asset management industry. The acquisition means that Confluence’s US clients will have access to Orfival’s performance risk analytics and attribution functionalities, which complement Confluence’s existing risk metrics and comparative analysis services.

The RIMES Managed Data Services are a complementary service for Confluence solution users who wish to benefit from nearly 1,000 data sources from over 200 data partners at RIMES, covering all asset classes.

RIMES is able to feed feeds to the following system:

  • Regulatory Reporting (Unity NXT Regulatory Reporting)
  • Investor Communications (Unity Financial Reporting, Unity Financial Reporting for Hedge Funds, Unity Prospectus, Unity Fact Sheets, Unity Surveys)
  • Performance & Analytics (Unity Performance & Analytics, Unity Price Distribution, Unity Index Reporting)

Have a specific system requirement?

Get in touch, we can handle it for you.