Expect It.
Introducing the new Confluence brand.
Discover the story behind our transformation and how we are uniquely positioned to serve you.
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One vision, one Confluence.
Dive in to explore what’s new and join us in shaping the future together.
Over the past decade, our industry has undergone transformative change—driven by global events like the pandemic, rising inflation, stricter regulations, and evolving investor expectations. Rapid advancements in technology, including AI, have reshaped how we operate.
At Confluence, we’ve grown with you. By uniting StatPro, FundPeak, Investment Metrics, Style Analytics, and Compliance Solutions Strategies (CSS), we deliver comprehensive, proven yet innovative solutions to meet your evolving needs.
Backed by 30+ years of trusted experience, we now support over 1,000 clients in 40 countries, including the world’s largest asset managers, service providers, asset owners, and investment consultants.
"Confluence has always been about empowering our clients to navigate complexity with confidence.
Our rebrand reflects not just who we are today but the ambitious vision we have for the future—driving innovation, fostering trust, and delivering solutions that shape the industry."
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Expect
- efficiency.
- accuracy.
- speed.
- excellence.
- It.TM
What we mean by Expect It.
A simple and unifying phrase to communicate our brand value to the market.
Our brand promise
When it comes to regulatory, analytics and investor communications, you can always count on Confluence.
"Our rebrand is more than a fresh look—it’s a reflection of our commitment to innovation, expertise, and partnership. At Confluence, we don’t just respond to change; we anticipate it, empowering our clients to thrive in an ever-evolving industry.
‘Expect It’ isn’t just a tagline—it’s a promise. It embodies our dedication to delivering the solutions you need, exactly when you need them.
In a world of constant change, where regulations evolve, markets shift, and technology advances rapidly, "Expect It." signals our ability to anticipate challenges, innovate solutions, and consistently meet your highest expectations.
It’s about trust. It’s about reliability. It’s about being the partner you can count on to stay ahead of the curve—so you can focus on growing your business with confidence.”
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Our vision
Be the global platform of choice that empowers the investment management industry to inform investors and regulators with actionable insights.
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We are ready to help you.
For any information at all, just drop us a quick email or give us a call. If you require support with one of Confluence’s products please contact your regional client services team.