Financial Planning

Confluence

Voices Industry preps for major reporting overhaul

Paul Soltis
Global Market Manager Confluence

Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.

Form N-PORT October 30, 2017

Form N-PORT October 30, 2017
Voices Meeting the ever-increasing volume of data needs

Domenic Ionadi
Strategic Account Manager Confluence

Operational challenges and strategic initiatives are at a crossroads.

Financial regulations July 18, 2017

Financial regulations July 18, 2017