Confluence Technologies, Inc. (“Confluence”), a global leader in data-driven investment analytics and regulatory reporting solutions, has released a new capability within its Revolution Composites platform that delivers standard GIPS^® verification exports built specifically to the requirements of The Spaulding Group (TSG).

This enhancement streamlines the verification process for asset managers by eliminating the time-consuming task of manually mining and formatting data and responding to multiple requests. Instead, clients can now generate and deliver precisely formatted TSG-standard verification reports at the push of a button – reducing operational risk, accelerating timelines, and lowering the cost of verification. The new export standardizes and automates this workflow, reducing delays and improving accuracy.

“The Revolution Composites platform was already a powerful tool for managing and reporting composite data,” said Damian Handzy, Manager Director, Analytics at Confluence. “With this new enhancement, and our collaboration with TSG, we’re taking a step further – embedding automation and standardization directly into the workflow to simplify a critical, high-friction task for our clients and their verification partners.”

“As the second largest verifier in the world, we know that when it comes to GIPS standards compliance and verification, the biggest challenges many firms face aren’t about intent, but execution. Too often, the verification process gets bogged down in formatting issues and repeated data requests. This collaboration with Confluence directly addresses that problem, giving firms that comply with the GIPS standards a standardized, automated way to provide exactly what we need. It saves our clients time, reduces risk, and allows everyone to focus on the real purpose of verification, which is allowing firms to stand behind their compliance with confidence while building greater trust in their performance reporting,” said John D. Simpson, CIPM, Chief Verification Officer, TSG.

Addressing Industry Needs

Standard TSG Verification Export is immediately available within Revolution Composites to all customers through their existing platform. It allows Confluence clients pursuing GIPS^® compliance to export all necessary data in the exact format TSG requires, helping both parties avoid the delays, formatting errors, and back-and-forth exchanges that have historically characterized the verification process. The new solution is ideal for any firm seeking GIPS^® verification.

This launch comes at a time of heightened scrutiny around marketing performance results. As firms seek greater efficiency and oversight, automating data delivery for third-party verifiers supports both compliance and competitiveness. Today’s news demonstrates how Confluence continues to deliver on its promise to build transparent, adaptive platforms that meet the evolving demands of the investment management industry.

To learn more about Revolution Composites and all Confluence’s solutions for performance analytics and regulatory reporting, visit confluence.com.

About Confluence

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with 700+ employees across North America, the United Kingdom, Europe, South Africa, Asia, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit confluence.com.

About TSG

With offices across the United States, and now in Canada, TSG is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting along with GIPS^® and non-GIPS verification services; offers unique and proprietary Software Certification and Operation Review services; publishes The Journal of Performance Measurement^®, a quarterly publication launched in 1996; and hosts the Performance Measurement Forum. The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America and Europe conferences. TSG’s Institute of Performance Measurement offers in-person and online performance measurement training, including both performance fundamentals and attribution courses, and a class on portfolio risk. TSG is proud to have been the creator of Women in Performance Measurement (WiPM), a business resource for women by women to network, share, and learn together. For more information visit, TSGPerformance.com.

GIPS^® is a registered trademark owned by CFA Institute

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