The solution automates the calculation of fund, portfolio and composite returns, in addition to offering attribution, contribution and risk analysis. Todd Moyer, executive vice president of global ...

Private equity firm Clearlake Capital has agreed to investment data automation specialist Confluence from fellow private equity firm TA Associates. Terms of the transaction were not disclosed but it ...

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Pittsburgh, PA, June 29, 2023 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider to the investment management industry, today announced the first development out of ...

Unity Performance covers automated daily and monthly mutual-fund return calculations, and extends to more than 80 percent of US mutual funds today. By expanding to provide support for institutional ...

The partnership with Confluence is the latest by JP Morgan as the investment bank looks to provide full investment lifecycle data products to its buy-side clients. JP Morgan has expanded its ...

Atlassian Corporation (NASDAQ:TEAM) is one of the 9 Best QQQ Stocks to Buy Now. On April 08, Atlassian Corporation introduced ...