Annex Wealth Management Harnesses Innovative Technology for Growth
Annex Wealth Management Partners with Confluence Technologies
In a significant move towards enhancing operational efficiency, Annex Wealth Management has chosen Confluence Technologies, Inc. as its partner to implement the Confluence Revolution Composites solution. This collaboration aims to reduce risks and enhance scalability while addressing the increasing regulatory requirements in the financial services sector.
Understanding the Confluence Revolution Composites Solution
The Revolution Composites solution is a state-of-the-art, cloud-based product that delivers comprehensive performance calculations and reporting through the Revolution portal. This solution is not just beneficial for Annex Wealth Management; it serves a wide array of asset managers, service providers, and private wealth companies, addressing their specific needs in composite reporting effectively.
Why Annex Wealth Management Chose Confluence
Annex Wealth Management is known for its commitment to delivering top-notch fiduciary advice and comprehensive financial strategies. Steve Dryer, the Managing Director of Operations, emphasized the trust placed in Confluence by stating, "Confluence has become a trusted partner in understanding our challenges and needs at a time when we're looking to scale our composite reporting and achieve further risk reduction." This trust is vital as the regulatory environment imposes complex requirements that financial firms must navigate efficiently.
Benefits of Revolution Composites
Among the many benefits that the Revolution Composites solution offers are automated composite membership rules and unlimited custom field definitions. This flexibility allows Annex Wealth Management to tailor reporting to the unique needs of their clients. The extensive calculations and compliance capabilities ensure that the firm meets all industry standards while keeping their operations efficient.
Impact on Client Experience
As Annex Wealth Management adopts the Confluence Revolution Composites solution, they expect to see substantial improvements in their client experience. With growing pressures from regulations like the SEC Marketing Rule, it’s essential for firms to adopt technologies that simplify their operations. According to Damian Handzy, the Managing Director of Analytics Division at Confluence, “Our Revolution Composites product is uniquely positioned to scale and support market needs based on its flexible workflow and robust calculations.”
Confluence’s Proven Track Record
With over 30 years of experience and a strong reputation in the investment management industry, Confluence has continuously innovated to meet the evolving challenges faced by its clients. The global team of regulatory and analytics experts is dedicated to optimizing data and solutions that enhance operational effectiveness, ensuring clients like Annex Wealth Management can focus on growth while minimizing risk.
About Confluence Technologies
Confluence Technologies stands as a leader in providing enterprise data and software solutions for regulatory, analytics, and investor communications. Trusted by over 1,000 clients across more than 40 countries, Confluence's solutions make it seamless to create, share, and operationalize crucial reporting metrics essential for investment management.
About Annex Wealth Management
Annex Wealth Management is dedicated to enhancing financial journeys through fiduciary advice and strategic planning. The firm provides a broad spectrum of services tailored to the specific needs ofindividuals, families, businesses, and non-profit organizations. With $5.5 billion under management and over 9,000 clients served, Annex Wealth Management is well-equipped to guide its clients through the intricate landscape of wealth management.
Frequently Asked Questions
What is the Confluence Revolution Composites solution?
The Confluence Revolution Composites solution is a cloud-based product offering comprehensive performance calculations and reporting tailored for the investment management industry.
Why did Annex Wealth Management partner with Confluence?
Annex Wealth Management sought to enhance operational efficiency, reduce risks, and address growing regulatory challenges, making Confluence a trusted partner for these needs.
What benefits does the Revolution Composites solution provide?
This solution provides automated composite membership rules, customizable reporting options, extensive compliance capabilities, and flexibility tailored to individual client needs.
How many clients does Confluence Technologies support?
Confluence Technologies supports over 1,000 clients worldwide, focusing on delivering innovative data and software solutions in the financial services sector.
What is the focus of Annex Wealth Management?
Annex Wealth Management specializes in providing fiduciary advice and diverse financial strategies, aiming to empower clients in their financial journeys.
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