";s:4:"text";s:28353:"CME ClearPort FIXML Library. The 2008 global financial crisis sent shockwaves through the financial community, leaving market participants reeling and forcing many companies to overhaul long … September 6th, 2019. when reporting a cleared trade or novation of a previous trade) 2 - Block (e.g. January 29, 2018 08:00 AM Eastern Standard Time. Unity NXT Regulatory Reporting is a flexible platform that delivers solutions to global reporting challenges in an ever-evolving regulatory landscape. Case Study: Top-five global financial institution Major global financial institution integrates Confluence’s composites solution for regulatory reporting and uniform performance measurement standards to increase scalability, speed, usability and functionality. Reduce cost, maintain compliance and standardize the regulatory reporting process across reports with our data-driven regulatory risk, compliance and reporting solution. The platform supports a vast array of clients globally running mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds, as well as eight of the 10 largest … We believe Confluence is the market standard for performance, financial and regulatory reporting in the investment management industry, delivering significant operational value to its clients. MSCI and Confluence Help Investors Streamline SEC N-PORT Regulatory Reporting Requirements. Regulatory Reporting: What’s Coming Next? Hit enter to search. Simultaneously, Northern Trust is drawing on Confluence’s Unity NXT ® Regulatory Reporting platform to automate the sourcing and aggregation of data for clients’ regulatory reporting. Regulatory. Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that its … Tags: Globe Newswire. Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, today announced it has been awarded “Best Regulatory Reporting Solution” at the … Confluence's Unity Regulatory Reporting system automates this complicated process by automatically tagging new content in XML when it is created, instead … Regulatory. Melvin Jaywardana, European market manager at Confluence, explains: “Many asset managers are facing data issues in regulatory reporting. First we'll create a page template using instructional text and Page Properties macros. Pittsburgh-based risk and regulatory solution specialist Confluence Technologies has agreed to acquire Fundpeak, a provider of tools for helping buy-side firms manage their marketing and communications based in Czech Republic. Pittsburgh, PA, and London, June 11, 2020 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, has secured a five-year contract with a United Kingdom-based asset manager that will use … Confluence's Regulatory Reporting Solutions. Online Help Keyboard Shortcuts Feed Builder What’s new Unity NXT® Regulatory Reporting and Revolution Analytics platforms have ensured European firms’ compliance with new disclosure regime for Q1 and Q2 2020Pittsburgh, PA, and London, Oct. 20, 2020 (GLOBE NEWSWIRE) -- Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that its fund … The infrastructure bill is expected to increase the IRS’s ability to surveille crypto investors. Founded in 1991, Confluence invests in the latest technology and expertise to create innovative portfolio analytics, regulatory and financial reporting solutions for its approximately 400 global clients. Atlassian’s risk management program is at the focal point of our Risk and Compliance team and serves as the foundational element of our decision making process. Revolution Analytics is Confluence’s solution for … Unity NXT Regulatory Reporting is a flexible platform under constant development to deliver solutions to global reporting challenges in an ever-evolving regulatory landscape. It has offices in 10 countries. Please see below our Regulatory Reporting suite of solutions: Founded in 1991, Confluence is a financial services data management software platform that offers mission-critical regulatory, investor communications and performance reporting solutions to the global asset management industry. to institutional investors, has entered into agreement with Confluence Technologies, Inc (“Confluence”), a global leader in investment data management automation for regulatory, financial and investor reporting, to help asset managers streamline compliance with SEC Modernization and other regulatory reporting requirements. The deal is expected to close in the third quarter, pending customary regulatory approvals and closing conditions. Borrower statistics/AnaCredit. Unity NXT® Regulatory Reporting and Revolution Analytics platforms have ensured European firms’ compliance with new disclosure regime for Q1 and Q2 2020Pittsburgh, PA, and London, Oct. 20, 2020 (GLOBE NEWSWIRE) -- Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that its fund … After the 2008-2009 financial crisis, the financial services and technology industries saw a significant response from regulators. Data management: The game changer for regulatory reporting The coronavirus pandemic is a trigger event ushering in not only a global financial crisis, but also the inevitable regulations that will follow. Since joining Confluence in 2007, he has held several roles including Global Head of Regulatory Reporting Solutions and positions in the Product Design and Services divisions. Confluence has signed licenses with the first four clients for the firm’s Unity NXT Regulatory Reporting platform to manage end-to-end filing processes for the new regulatory reporting requirements imposed by the SEC Investment Company Reporting Modernisation rules. Integrating enterprise risk management throughout an organization improves decision-making in governance, strategy, objective-setting, and day-to-day operations. Tags: Globe Newswire. Risk Management Program. See the Example of a REDCap dashboard below. From data technology silos to a sophisticated and complete portfolio analytics solution, you are empowered with transparent and accurate oversight into performance and attribution across the organization, giving you the ability to evaluate and enhance your investment strategies. Automate data file collection and preparation. Founded in 1991, Confluence is a financial services data management software platform that offers mission-critical regulatory, investor communications and performance reporting solutions to the global asset management industry. Confluence Wins “Best Regulatory Reporting Solution” at 2021 Fund Intelligence Operations and Services Awards. Confluence is a global leader in investment data management automation for regulatory, investor communications and performance reporting. I have never seen more opportunity to be helpful and responsive now things are moving so quickly.” The Company’s investments in the latest technology and expertise allow it to deliver innovative portfolio analytics, regulatory and financial reporting solutions for its clients. Confluence Acquires Fundpeak to Address Funds’ KIID, PRIIPS Requirements. In part one of his blog series, Jason Neiss, Senior Product Manager at Confluence explains what he feels is coming next in the European regulatory reporting space.. A comprehensive data management and reporting framework specifically designed to help investment managers control, maintain, reconcile and disseminate their data to meet their regulatory obligations. ; Give the template a name; we're going to call it Status Update, so it's easy for the team members to find it. As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Regulatory risk, compliance and reporting. The Confluence team has been solving challenging data integration and data reporting problems for the alternative investment industry for more than a decade. Increase scalability and efficiency, while you navigate and comply with complicated global … See the Eample of a REDCap report list below. September 6th, 2019. The Confluence team has been solving challenging data integration and data reporting problems for the alternative investment industry for more than a decade. Each instance of a change to the regulatory binder becomes a new Record in REDCap. About Confluence . Reporting for entirely new asset classes As digital assets like cryptocurrencies, including Bitcoin and others, emerge from a challenging 2018 marked by heavy losses, regulators are still grappling with how best to oversee the sector. Regulatory Reporting. MSCI, a provider of analytics, applications and services to institutional investors, has entered into agreement with Confluence Technologies, a leader in investment data management automation for regulatory, financial and investor reporting, to help asset managers streamline … The platform supports a vast array of clients globally running mutual funds, ETFs, alternative investments, institutional portfolios and UCITS funds, as well as eight of the 10 largest … Risk Management Program. Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. Confluence’s ESMA Regulatory Reporting Solution Chosen by UK Asset Manager. The 2008 global financial crisis sent shockwaves through the financial community, leaving market participants reeling and forcing many companies to overhaul long-held practices and processes. Help. Part 1: Create a status update template. As the demand for regulatory transparency increases, a scalable and automated reporting solution with extended asset class coverage is necessary to ensure consistent oversight of risk and the ability to quickly respond to regulatory change. Information found in a binder tab is viewd through the use of REDCap reports. Confluence Wins “Best Regulatory Reporting Solution” at 2021 Fund Intelligence Operations and Services Awards Pittsburgh, PA, February 25, 2021 – Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry … Unity NXT® Regulatory Reporting and Revolution Analytics platforms have ensured European firms’ compliance with new disclosure regime for Q1 and Q2 2020Pittsburgh, PA, and London, Oct. 20, 2020 (GLOBE NEWSWIRE) -- Confluence, a global leader in investment data management automation for regulatory, financial and investor reporting, today announced that its fund … Confluence has been developing and delivering regulatory reporting solutions for more than a decade and is dedicated to helping asset managers comply with increasing fund management regulation. Online Help Keyboard Shortcuts Feed Builder What’s new Data-driven platform to be a complete solution for industry regulatory reporting needs Confluence, a leader in data management and automation for the global asset management industry, today announced plans to launch the Unity NXT™ Regulatory Reporting platform, a data-driven platform to solve the industry’s growing regulatory reporting, data management and filing needs. Why Risk Management Compliant Risk Management is a mandatory regulatory requirement for companies in medical device and other safety-critical domains. Regulatory risk, compliance and reporting Regulatory Empower your team with regulatory insight and flexible data automation, comprehensive analytics, and automated output through a controlled and auditable system covering all aspects of regulatory risk, compliance and reporting. For Confluence clients, this means an integrated performance and risk engine that goes far beyond mere regulatory disclosures. It is a specific aspect of safety-critical system development that requires linking risks to system/software design and testing to ensure the system is safe to use. Interfacing with Confluence’s platform, client data held by Northern Trust is matched with international templates and rules to meet the specifications of international regulators. Compliance Agility and Adaptable Reporting. About Confluence . CONTACT: Alexandra Saville Confluence 212-320-8985 asaville@forefrontcomms.com. Regulatory Reporting: What’s coming next? Through enhancements to its Unity Regulatory Reporting N-SAR offering, the Confluence product will automate the XML filing according to the new Edgar technical specification, which is currently in draft form. This will allow a clear historical logging of what happened when inside the binder. Various standalone solutions exist today for safety-critical system … Confluence is uniquely positioned as the single vendor that solves a 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. when reporting an allocated subtrade) → Regulatory Trade ID Scope: Scope int From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the Confluence, one of the investment management industry's leading reporting, data management and analytics companies, delivers technology as a solution to enhance the operational efficiency of its clients. Regulatory Reporting Operations Director, Confluence. Northern Trust is using Confluence’s Unity Financial Reporting offering to automate the building of statements and holdings reports, while working upon its broader platform, Unity NXT Regulatory Reporting, to automate the sourcing and aggregation of data for clients’ regulatory reporting. Our regulatory reporting solutions provide accuracy and control over the challenging data management and filing requirements associated with meeting regulatory reporting demands, including AIFMD, Form PF, Form CPO-PQR, Form N-MFP and Form N-SAR . The platform … The Company's investments in the latest technology and expertise allow it to deliver innovative portfolio analytics, regulatory and financial reporting solutions for its clients. Regulatory Reporting: What’s Coming Next? Help. 26 April 2021. The new rules require funds to report new data to help the SEC evaluate funds’ impact on systemic risk and to inform examinations […] The U.S. Securities and Exchange Commission (SEC) voted yesterday to adopt new rules and forms, and amendments to certain rules and forms to modernize the reporting of information by registered investment companies. It is expected to go live, at the earliest, during the fourth quarter of 2012. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in … The Jira Reports template makes it a snap to report on work happening in your Jira projects – share your progress on the current release, or a static change log that displays what’s changed between your latest releases. Unity NXT Regulatory Reporting is a flexible platform under constant development to deliver solutions to global reporting challenges in an ever-evolving regulatory landscape. Regulatory Reporting. Integrating enterprise risk management throughout an organization improves decision-making in governance, strategy, objective-setting, and day-to-day operations. The bill will require crypto investors and brokers to report all transactions for trades above $10,000. The Unity NXT Regulatory Reporting platform, powered by Synapse™ and introduced by Confluence in May 2016, will assist these firms in addressing the … Hit enter to search. -Consult clients on regulatory reporting best practices in order to meet reporting requirements of both American and European based regulatory agencies. Tom earned a bachelor’s degree in Finance from the Tepper School of Business at Carnegie Mellon University. Unity NXT® Regulatory Reporting is Confluence’s solution for global regulatory reporting obligations like ESMA MMFR. Traders Magazine: MSCI and Confluence Streamline SEC N-PORT Regulatory Reporting Requirements. 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