Statpro

What Statpro does

Statpro, originally founded in 1994 in London (LSE: SOG, now delisted), operated as a provider of performance and risk analytics for asset managers. Following acquisition activity that included Investor Analytics ($10M, 2016) and UBS Delta (2017), the business was absorbed into Confluence Technologies, Inc., a US-incorporated entity now operating from confluence.com. Confluence Technologies provides regulatory, analytics, data, and investor communications software to the global investment management industry, serving asset managers, asset owners, asset service providers, and investment consultants. The company reports over 1,000 client firms across 40+ countries and claims 30+ years of industry experience.

The product platform is broad and modular, organized into Reporting (Omnia, Rex, Signal, Silverfinch, Unity Financial Reporting, Unity Performance, Document & Template Production), Reporting & Analytics (Alternative Funds Reporting Platform, PARis, Revolution, Revolution Composites, Style Analytics), and Data Services (Pricing & Valuation Services). Underlying technology is described as cloud-based analytics and reporting, with differentiators including integration/interoperability across the suite, domain specialization (e.g., regulatory, alternatives, GIPS composites), and accuracy/precision in pricing and performance attribution. The platform addresses the full reporting lifecycle from data collection and enrichment through fund, transaction, and ESG reporting to document production and regulatory filing.

Revenue is generated primarily through subscription/recurring enterprise software contracts with annual billing cadence; pricing is quote-based and not publicly disclosed. Go-to-market is direct enterprise field sales, supported by industry events, thought leadership content (Insights), a dedicated Regulatory Hub, and a 'Talk to us' bottom-of-funnel CTA. The customer base is segmented vertically across the four institutional buyer types, with asset managers identified as the primary segment. Headcount is reported in the 251–500 range.

Name

Statpro

Legal name

Confluence Technologies, Inc

Website

https://statpro.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

251–500 employees

Short description

Confluence Technologies (acquired Statpro) provides cloud-based regulatory reporting, performance analytics, investor communications, and global data services to over 1,000 investment management firms across 40+ countries, serving asset managers, owners, servicers, and consultants via enterprise subscriptions.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Computer Programming Services (7371), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Data Analytics Integration & Insight Platforms (Research Ops, Dashboards, Insight Repositories) (MPAAALAO)

Keywords

• Investment analytics software
• Regulatory reporting solutions
• Performance attribution
• Fund reporting platform
• Investment data services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Solutions and Services: Confluence generates revenue through enterprise software solutions and services for regulatory reporting, performance attribution, investor communications, and data services targeting the investment management industry.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Statpro (now operating under the Confluence Technologies brand) develops and sells enterprise cloud-based software for performance analytics, regulatory reporting, risk analytics, and investor communications for the investment management industry. Its portfolio of proprietary platforms, including Omnia, Rex, Signal, Silverfinch, Unity, PARis, Revolution, Style Analytics, and Pricing & Valuation Services, supports asset managers, asset owners, asset servicers and investment consultants with fund, transaction, and ESG reporting alongside performance attribution and composites management.

Product overview

Confluence Technologies offers a unified platform architecture with multiple specialized products. The core solutions include Omnia as a central platform, complemented by analytics products (Rex, Signal, PARis, Revolution, Style Analytics), data services (Silverfinch, Pricing & Valuation Services), and reporting solutions (Unity Financial Reporting, Unity Performance, Alternative Funds Reporting Platform, Revolution Composites). The portfolio addresses regulatory reporting, investor communications, performance attribution, and global data services for investment management firms.

Differentiator

Problem solved

Functional benefit

Brands

• Omnia: Product platform listed under the Products section
• Rex
• Signal
• Silverfinch
• Unity Financial Reporting
• Unity Performance
• PARis
• Revolution
• Revolution Composites
• Style Analytics

Products and services

• Omnia Omnia is a comprehensive platform for investment data management and reporting, used by investment management firms to consolidate and operationalize data across the reporting lifecycle.
• Rex Rex is a regulatory and compliance solution that supports the global regulatory reporting lifecycle for investment management firms.
• Signal Signal is a data analytics and monitoring tool that enables portfolio analytics and monitoring across investment portfolios.
• Silverfinch Silverfinch is a data services solution designed for investment management firms requiring access to pricing and valuation data.
• Unity Financial Reporting Unity Financial Reporting is a financial reporting solution targeted at investment firms that need to produce fund and transaction reports across multiple regulatory frameworks.
• Unity Performance Unity Performance is a performance measurement and attribution reporting platform for investment management firms measuring returns across multi-asset portfolios.
• Alternative Funds Reporting Platform The Alternative Funds Reporting Platform is a specialized reporting platform for alternative investment funds requiring tailored fund reporting and disclosure workflows.
• PARis PARis is a performance and attribution analytics solution supporting investment performance measurement and analysis workflows.
• Revolution Revolution is a reporting and analytics platform for investment management firms covering reporting, analytics and data workflows.
• Revolution Composites Revolution Composites is a composites reporting solution integrated with Revolution that supports GIPS composites and related reporting obligations.
• Style Analytics Style Analytics is an investment style analysis and attribution tool used to identify and analyze the style exposures of investment portfolios.
• Pricing & Valuation Services Pricing & Valuation Services deliver asset pricing and valuation data services for investment management firms requiring high-quality financial data, asset pricing and index benchmarks.
• Global Data Services Global Data Services enhances market data management and operational efficiency with reliable, high-quality financial data, asset pricing and index benchmarks for strategic decision-making.
• Compliance Services Compliance Services provide expert support for investment management firms meeting regulatory obligations across global jurisdictions.

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature9 records

Scale indicators3 records

Broad incumbents

• FactSet: FactSet offers a broad workstation-and-data platform with portfolio analytics, performance attribution, and risk; it competes with Confluence for analytics wallet share inside larger asset managers and asset owners even though FactSet spans far more than investment reporting.
• Finastra: Finastra provides buy-side investment management solutions including analytics and reporting; its broad capital markets suite intersects with Confluence's analytics and investor communications work for asset managers.
• BlackRock Aladdin: Aladdin is BlackRock's end-to-end investment management and analytics platform offered to other asset managers and asset owners; it competes most directly with Confluence's analytics and reporting for institutional clients seeking a single integrated stack.
• Bloomberg L.P. (Portfolio & Risk Analytics): Bloomberg's Portfolio & Risk Analytics (PORT) and AIM modules provide multi-asset portfolio, performance, and risk workflows for institutional buy-side firms, representing a deep incumbent in the same buyer pool that Confluence serves.

Direct peers

• Charles River Development: Charles River provides an investment management platform covering order management, compliance, performance, and reporting for asset managers and asset owners — overlapping with Confluence's portfolio reporting and analytics stack.
• SimCorp: SimCorp Dimension is a flagship investment management platform for buy-side firms covering portfolio accounting, performance attribution, regulatory reporting, and investor communications — directly comparable to Confluence's Omnia/Rex/Unity offering for asset managers and asset servicers.
• Clearwater Analytics: Clearwater is a cloud-native investment accounting, reporting, and reconciliation platform used by asset managers and asset owners; it competes head-on with Confluence's reporting and data services for institutional clients seeking modern, real-time reporting.
• SS&C Technologies: SS&C owns Eze Software and Advent and has historically been involved with parts of the StatPro portfolio; it delivers performance, risk, GIPS composites, and regulatory reporting solutions for institutional investment managers, overlapping heavily with Confluence's analytics and reporting stack.
• Wolters Kluwer (OneSumX for Finance / Regulatory Reporting): Wolters Kluwer's OneSumX suite delivers regulatory reporting and compliance for financial services firms, providing direct overlap with Confluence's regulatory reporting and Rex-related compliance workflow product family.
• MSCI (RiskMetrics / BarraOne): MSCI's RiskMetrics and BarraOne provide risk analytics, performance attribution, and factor analysis to institutional investors — directly competing with Confluence's Signal, Style Analytics, and PARis products.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/statprogroup
• Facebookfacebook.com/statpro
• LinkedInlinkedin.com/company/statpro

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A8 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Statpro