Letter from the CEO: Anniversary of CSS and Investment Metrics Acquisitions

January 19, 2023

Dear colleagues, clients, business partners, and shareholders,

Today we are celebrating just over a year since Confluence announced the acquisitions of Compliance Solutions Strategies (“CSS”) and Investment Metrics, two key players in the investment management software industry.

When we decided to bring together the unique capabilities of these three companies, our goal was clear and ambitious: “to provide the investment management industry with more comprehensive and industry-leading solutions to solve the regulatory, reporting, compliance, portfolio analytics, and investment data needs.”

It has been an unprecedented yet gratifying year for us.

Since these acquisitions, we have integrated the best-of-breed products from each of the three companies into our portfolio of solutions and have partnered with our clients in 40 countries to understand how these integrated solutions can solve challenges – unattended until now.

After one year of hard work, we have become ONE Confluence: a “renewed Confluence” that has adopted the best of the acquired companies’ products, people, and processes.

Therefore, the gratitude and celebration are for you all: our employees, our clients, our communities, and our business partners.

To our 800+ employees, I thank you and recognize your passion, relentless work, and dedication to:

  • Integrating the best products from legacy companies into our portfolio of solutions,
  • Adapting and taking on the best ways of work and corporate cultures,
  • Increasing the focus on our clients, bringing them not only our best possible solutions to their business challenges, but also your expertise and passion.

You are our company’s greatest strength. After all, regardless of your functional area, you contribute to developing and implementing innovative mission-critical products and providing excellent service to our clients.

I invite you to celebrate and feel proud of what you have achieved and, more importantly, of the strength of character and passion you exhibited throughout the past year, which made a difference and brought us where we are.

To our 1500 clients globally, I thank you for your trust in our solutions and our people. I also thank you for your contribution and accompaniment in our journey of becoming ONE Confluence.

Our clients are at the core of our strategy and our goal is to deliver better experiences and solutions for you. In this regard, we have expanded our support across geographies and time zones with great expertise. At a product level, we are integrating Consensus and Unity NXT Regulatory Reporting and bringing Revolution’s fixed income attribution to Style Analytics and PARis.

Our commitment to you remains intact: we will keep providing comprehensive and innovative solutions that help you achieve better investment outcomes, improve operational efficiency, navigate risk and regulatory compliance, grow assets, and retain clients with clear investment insights.

To our community and business partners, I thank you for the opportunity to collaborate with you. As you know and have experienced, volunteerism and charitable giving have been part of our DNA since the foundation of Confluence 30 years ago. They are an important pillar of our corporate culture. You can expect from us more and even better ways to partner with you.

To our shareholders, as we look ahead, we are excited by our prospects. We are well-positioned for long-term growth with an enviable client base, talented people, industry-leading solutions, and influential market trends across the global investment management industry we serve. We thank you for your commitment.

I am excited about what the future will bring. I am convinced that we have the best people and solutions to help our clients achieve their business goals.


Mark Evans

Founder and CEO

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Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.