Recognition reflects Confluence’s continued leadership in automating complex regulatory workflows for global asset managers

Confluence Technologies, a global leader in regulatory, analytics, and investor communications solutions, has been recognized by Chartis Research as a Category Leader in its Regulatory Reporting Solutions 2025 report.

Chartis recognized Confluence for the breadth and scalability of its Alternative Funds Reporting Platform featuring Omnia, which enables asset managers and fund administrators to meet global regulatory requirements efficiently across private and public funds. The report cites Omnia’s flexibility across the full reporting lifecycle – from complex data integration to dynamic filing views and workflow management – as a key differentiator.

“Confluence’s Category Leader placing in Chartis’ 2025 Regulatory Reporting quadrant is for its Alternative Funds Reporting Platform featuring Omnia, a consistent and scalable solution that enables firms to address their global buy-side regulatory reporting requirements for private and public funds,” said Anish Shah, Research Director at Chartis. “Confluence’s solution offers flexibility across the entire reporting lifecycle, from automating complex data integration to enabling dynamic filing views and workflow management, while its managed services model strengthens and complements Confluence’s overall business strategy.”

“This recognition underscores our commitment to helping clients simplify the complexity of regulatory reporting while maintaining accuracy, transparency, and control,” said Kathleen Keenan, Chief Product Officer at Confluence. “Omnia continues to evolve as a trusted foundation for firms navigating a rapidly changing regulatory environment. We’re proud to be recognized for both the depth of our technology and the demonstrable value it brings to clients.”

Chartis’ report is part of its broader RiskTech Quadrant series, evaluating technology vendors based on the completeness of their offerings and market potential. This edition features providers that enable financial institutions to meet global regulatory obligations through advanced data management, analytics, and automation.

As a Category Leader, Confluence was recognized for:

• Comprehensive lifecycle coverage across data aggregation, calculation, reporting, and submission
• Scalable, cloud-enabled architecture designed for flexibility and performance
• Integration of regulatory intelligence and monitoring capabilities to stay ahead of evolving rules
• Proven client impact through improved reporting accuracy, reduced compliance costs, and faster time to report

For more information about the Regulatory Reporting Solutions 2025 report, visit the Chartis website.

About Confluence

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners and investment consultants worldwide, Confluence’s technology and expert teams add efficiency, speed and accuracy to mission-critical reporting and insight generation. Headquartered in Pittsburgh, with 700+ employees serving 1,000+ clients in 40+ countries, Confluence supports firms across North America, the UK, Europe, South Africa and Australia. Learn more at confluence.com.

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