Revolution helped a UK-based boutique asset management firm improve risk reporting and deliver strong consolidated performance analytics. The firm gained better oversight into performance, attributio...n, and risk analytics for clients. Revolution's solution enabled transparent, accurate portfolio analytics and enhanced regulatory compliance. The firm now provides robust reporting and data-driven insights to its clients.
Top-five global financial institution
- Financial Services
Confluence’s composites solution helped a top-five global financial institution improve regulatory reporting and performance measurement. The institution gained better scalability, speed, usability, ...and functionality. The solution unified performance standards across the organization. This enabled more accurate and transparent analytics. The case highlights benefits for large financial services firms seeking advanced portfolio analytics and compliance tools.
Revolution helps a London-based wealth manager deliver more detailed reports to thousands of clients. The performance team uses portfolio analytics and reporting tools to improve client relationships.... The solution provides transparent oversight into performance and attribution. It supports regulatory compliance and risk management. The wealth manager builds long-term value with better data and reporting.
Large UK fund services provider & ACD
- Financial Services
Revolution, a cloud-based performance measurement and portfolio analytics solution, helped a large UK fund services provider and ACD deliver performance and risk analytics to clients. The solution im...proved operational efficiency. The provider gained transparent oversight into performance, risk, and regulatory compliance. Revolution enabled better reporting, data management, and investor communications. The case highlights benefits for financial services firms seeking advanced analytics and automation.
Global Italian-based investment management firm
- Financial Services
Revolution gives a global Italian-based investment management firm a single platform for performance measurement and risk control. The firm moves from data silos to a complete portfolio analytics sol...ution. They gain better oversight into performance, attribution, and risk. The platform helps with regulatory compliance and investor communications. The firm improves operational efficiency and reporting with this solution.
Client Services team (Confluence Technologies)
- Financial Services
Confluence Style Analytics helped the Client Services team build a stability-focused portfolio. The team selected top U.S. equities with high earnings and sales growth stability. The portfolio outper...formed during market downturns like the Global Financial Crisis and 2022 sell-off. It underperformed in strong bull markets such as 2023 and 2024. The analysis showed strong alignment with low volatility and high profitability factors.
Banking Case Studies and Customer Success Stories with ESG Analysis
National Australia Bank
- Banking
Revolution, a cloud-based performance measurement and portfolio analytics solution from Confluence, helps National Australia Bank cut turnaround time for performance and risk analytics. NAB now manag...es and controls data more efficiently. The bank calculates results faster and validates and distributes reports in one platform. This solution streamlines reporting and boosts operational efficiency for banking analytics.
