Confluence Technologies, a technology solutions provider helping the investment management industry solve complex investment data challenges, has reached an agreement in principle to acquire Fundpeak, a provider of secure fund portals and marketing tools such as fund factsheets and websites. Fundpeak’s solutions help funds produce multilingual factsheets for marketing purposes and to meet local regulatory reporting requirements in more than 30 countries. Additionally, the company’s custom-designed fund portal integrates directly into client websites, enabling automated internal reporting for portfolio managers and external reporting to shareholders and clients. The transaction is expected to close in the second quarter of 2021.
