List of Confluence Technologies StatPro Revolution Customers
Confluence
600 River Avenue,
Pittsburgh, 15212-5935, PA,
United States
Pittsburgh, 15212-5935, PA,
United States
1 412-802-8632
Professional Services
450
$70M
Since 2010, our global team of researchers has been studying Confluence Technologies StatPro Revolution customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Confluence Technologies StatPro Revolution for Risk Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Confluence Technologies StatPro Revolution for Risk Management include: Aldi UK, a United Kingdom based Retail organisation with 44475 employees and revenues of $22.79 billion, BMO US, a United States based Banking and Financial Services organisation with 12000 employees and revenues of $7.40 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Mainstream Group Holdings Limited, a Australia based Professional Services organisation with 300 employees and revenues of $50.0 million, Herald Investment Management, a United Kingdom based Banking and Financial Services organisation with 23 employees and revenues of $18.0 million and many others.
Contact us if you need a completed and verified list of companies using Confluence Technologies StatPro Revolution, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Confluence Technologies StatPro Revolution customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aldi UK | Retail | 44475 | $22.8B | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2014 | n/a |
In 2014, Aldi UK implemented Confluence Technologies StatPro Revolution. Confluence Technologies StatPro Revolution was introduced as a Risk Management application to support finance risk monitoring and regulatory compliance activities across the Great Britain and Ireland IT and finance organization.
The implementation concentrated on configuring category aligned risk workflows, including risk data consolidation, exposure modelling, scenario analysis, and centralized risk reporting. Configuration work tied the platform to the IT finance management program referenced in GB and IE, with data model mapping and report template development to align operational risk information with finance processes.
Project execution used Confluence for documentation and JIRA for project tracking, with Zephyr applied for test case management as part of configuration validation. Operational coverage included finance, IT project teams, and compliance stakeholders across GB and IE, with role based access controls and audit reporting configured to enforce segregation of duties and support governance.
Governance was led by the GB and IE Senior IT Project Manager, employing established IT project governance and testing workflows to manage configuration, user acceptance testing, and phased rollout. The implementation narrative centers on embedding Confluence Technologies StatPro Revolution into Aldi UK finance and compliance processes, emphasizing system level risk workflows and collaboration tooling.
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BMO US | Banking and Financial Services | 12000 | $7.4B | United States | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2015 | n/a |
In 2015, BMO Bank implemented Confluence Technologies StatPro Revolution to strengthen Risk Management and performance reporting across its trust and fiduciary businesses. The deployment targeted trust, revocable and irrevocable trusts, fiduciary agency accounts and investment agency accounts across BMO Harris NA and BMO Delaware, aligning analytics with regulatory compliance, market risk, liquidity risk, strategic risk and reputation risk oversight.
The Confluence Technologies StatPro Revolution implementation was configured to support performance measurement and risk analytics, KRI aggregation for quarterly management reporting, and portfolio-level reporting used in monthly and quarterly performance marketing pieces. StatPro Revolution was used alongside Performance Station for staff training and was part of a toolset that included Zephyr and FactSet for performance and attribution workflows, with StatPro Revolution providing the centralized calculation and reporting layer.
Operational integration and day to day coverage included daily administration of the separately managed account program, coordination of quarterly fee payments to third party managers, account onboarding and account closure workflows, and liaison tasks between third party managers and clients. The implementation also supported subscription agreement reviews, eligibility checks for alternative investments, tracking of capital call and distribution pricing for alternative assets, and coordination of annual ADV and privacy mailings.
Governance and process responsibilities embedded in the rollout included serving the Personal Trust Investment Committee, assembling and assessing key risk indicators for quarterly reporting to management, conducting annual due diligence on third party managers in the SMA program, and producing annual stale pricing and conflict of interest reports. The system formed the analytics foundation for audit and exam information gathering, compliance training support such as AML completion tracking, family member account reviews, and new hire training on Performance Station and committee reporting procedures.
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Herald Investment Management | Banking and Financial Services | 23 | $18M | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2017 | n/a |
In 2017 Herald Investment Management implemented Confluence Technologies StatPro Revolution. The deployment targeted Risk Management responsibilities at the 23-person UK investment manager, and it ran concurrently with interim Legal and Compliance Manager support provided January 2017 to December 2018.
Confluence Technologies StatPro Revolution was configured to deliver core risk analytics and portfolio-level analysis, and to host regulatory reporting and monitoring workflows aligned to the firm’s MiFID2 implementation and regulatory mapping exercise. Configuration work focused on automating risk-based compliance monitoring programmes, producing outputs used for CASS resolution pack updates and audit, and supporting FCA Senior Managers Regime and GDPR compliance activities.
Integrations and operational coverage emphasized data alignment with fund accounting and analytics environments, Herald staff reported familiarity with Geneva fund accounting data and Statpro analysis systems which were used to centralize exposure and NAV analytics into the Risk Management workflow. The system also supported periodic regulatory submission workflows, including quarterly US SEC 13f reporting by online EDGAR submission, as part of the compliance and reporting remit.
Governance and process changes accompanied the rollout, embedding the regulatory mapping and the risk-based compliance monitoring programme into recurring operational routines, and feeding StatPro Revolution outputs into audit evidence and CASS pack maintenance. Rollout and ongoing configuration were executed as an internal program alongside continuity provided by the interim Legal and Compliance Manager.
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Mainstream Group Holdings Limited | Professional Services | 300 | $50M | Australia | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2020 | n/a |
In 2020 Mainstream Group Holdings Limited implemented Confluence Technologies StatPro Revolution for Risk Management. The deployment centralized portfolio risk analytics and reporting across finance, compliance, and portfolio oversight functions within the firm.
The Confluence Technologies StatPro Revolution instance was configured to provide portfolio risk analytics, scenario analysis, and scheduled regulatory and management reporting. Configuration included risk calculation engines, scenario libraries, data normalization, and automated intake of market and position feeds to support consistent valuation and exposure metrics.
Integrations were implemented with internal accounting and market data feeds to ensure consistent inputs into the Risk Management workflows. The firm also uses Microsoft Azure Monitor on its website to capture operational telemetry and site performance, maintained alongside the StatPro Revolution deployment for operational visibility.
Governance emphasized role based access, centralized risk ownership, and standardized reporting workflows to align operational processes with the new Risk Management platform. Rollout aligned analysts and compliance reviewers on consistent risk calculation methodologies and applied change control to model library updates.
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Marlborough Fund Managers | Professional Services | 170 | $17M | United Kingdom | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2018 | n/a |
In 2018 Marlborough Fund Managers deployed Confluence Technologies StatPro Revolution as their Risk Management platform. The deployment centralized daily fund risk analytics and oversight for nearly 100 UCITS and NURS collective investment funds, enabling the risk team to monitor COLL regulation compliance, liquidity, and stress scenarios.
Confluence Technologies StatPro Revolution was configured to provide core modules for market risk metrics, liquidity analysis, stress testing, counterparty exposure assessment, and performance attribution, plus regulatory reporting templates used for AIFMD transparency returns. The implementation included prospectus limit monitoring and automated alerts for breaches of Investment Association sector limits and investment objective constraints. Workflows were built to produce monthly board and committee reporting and to support daily surveillance required by COLL regulations.
The platform operated in an environment that included FundWare, MorningStar and InvestOne knowledge and data sources, and it supported operational interfaces with internal pricing and dealing processes used for root cause analysis of operational issues. Operational coverage extended across the risk team, fund managers, sponsors, pricing and dealing teams, and governance committees, positioning Confluence Technologies StatPro Revolution at the center of fund governance and oversight. The deployment model used centralized analytics with role based access for fund analysts and board reporting consumers.
Governance and process changes accompanied the rollout, including updated procedures for monitoring, formal escalation paths for breaches, training and mentoring programs for new starters, and the creation of a procedure library for the team. Regular stress testing and liquidity routines were institutionalized into monthly and daily operational calendars with responsibility assigned to senior fund risk analysts for FCA reporting. Marlborough Fund Managers Confluence Technologies StatPro Revolution Risk Management supported fund risk analytics and regulatory reporting.
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Banking and Financial Services | 23000 | $6.8B | United States | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2017 | n/a |
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Banking and Financial Services | 60 | $10M | Canada | Confluence Technologies | Confluence Technologies StatPro Revolution | Risk Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating Confluence Technologies StatPro Revolution
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Confluence Technologies StatPro Revolution. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Confluence Technologies StatPro Revolution for Risk Management include:
- Clipboard, a Australia based Education organization with 2100 Employees
- Jd Security, a Australia based Professional Services company with 50 Employees
- PNC Bank, a United States based Banking and Financial Services organization with 53859 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Clipboard | Education | 2100 | $315M | Australia | 2026-03-11 |
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Jd Security | Professional Services | 50 | $5M | Australia | 2026-03-05 |
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Trendspek | Professional Services | 30 | $3M | Australia | 2026-03-04 |
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Banking and Financial Services | 53859 | $20.8B | United States | 2026-03-04 |
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Media | 150 | $27M | France | 2026-01-22 |
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Communications | 10 | $1M | Canada | 2025-12-14 |
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Professional Services | 25 | $2M | Hong Kong | 2025-10-13 |
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Professional Services | 150 | $21M | France | 2025-08-26 |
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Banking and Financial Services | 222 | $42M | United States | 2025-07-28 |
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Banking and Financial Services | 1100 | $286M | Luxembourg | 2024-11-25 |
FAQ - APPS RUN THE WORLD Confluence Technologies StatPro Revolution Coverage
Confluence Technologies StatPro Revolution is a Risk Management solution from Confluence Technologies.
Companies worldwide use Confluence Technologies StatPro Revolution, from small firms to large enterprises across 21+ industries.
Organizations such as Aldi UK, BMO US, Northern Trust, Mainstream Group Holdings Limited and Herald Investment Management are recorded users of
Confluence Technologies StatPro Revolution for Risk Management.
Companies using Confluence Technologies StatPro Revolution are most concentrated in Retail, Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Confluence Technologies StatPro Revolution are most concentrated in United Kingdom, United States and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Confluence Technologies StatPro Revolution across Americas, EMEA, and APAC.
Companies using Confluence Technologies StatPro Revolution range from small businesses with 0-100 employees - 28.57%, to mid-sized firms with 101-1,000 employees - 28.57%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 42.86%.
Customers of Confluence Technologies StatPro Revolution include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Confluence Technologies StatPro Revolution customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Risk Management.