Statpro
Statpro, now operating under the Confluence Technologies brand following its 2023 acquisition, provides regulatory reporting, analytics, and investor communications solutions tailored for the investment management industry.
Profile
Provides software and services to help investment firms comply with regulations and communicate performance to clients.
Statpro, now operating under the Confluence Technologies brand following its 2023 acquisition, provides regulatory reporting, analytics, and investor communications solutions tailored for the investment management industry. Originally founded in the 1990s as a portfolio analytics provider, the company pivoted to focus on compliance and data services as regulatory demands intensified post-2008. Today, it serves over 1,000 asset managers, servicers, and owners across 40 countries, with particular strength in UCITS and SEC filings.
The Q1 2026 Plan Universe Allocation & Return Analysis report indicates continued traction among pension funds and insurers navigating ESG disclosure rules. While financials are no longer disclosed separately post-acquisition, Confluence's parent company reported 9.1% year-over-year revenue growth in its latest earnings, with operational cost improvements offsetting integration expenses. The firm's 2026 focus includes expanding its Consumer Composite Investments (CCI) framework for UK retail disclosures and automating AI-driven document generation for prospectuses.
Who buys this
- Asset servicers (custodians, transfer agents)
- Institutional asset managers
- Pension funds and insurance companies
- Investment consultants
- Wealth managers requiring retail fund reporting
Strengths and what to watch
Strengths
- Deep specialization in UCITS and SEC regulatory filings, with templates updated in real-time for 40+ jurisdictions
- Integrated front-to-back data pipeline reducing manual reconciliation for client reports
- Proven migration path for firms transitioning from legacy systems like Eagle or Bloomberg AIM
Watch for
- Client concentration risk with top 20 accounts representing ~45% of pre-acquisition revenue
- Ongoing integration challenges with Confluence's legacy product lines causing some support delays
- Increasing competition from modular RegTech startups offering lower-cost point solutions
Recent moves
Key Information
- Founded
- 1994
- Employees
- 303
- Headquarters
- Mansel Court Mansel Road
- Country
- United Kingdom
Frequently Asked Questions
What does Statpro do?
Statpro provides software and services to help investment firms comply with regulations and communicate performance to clients. It specializes in regulatory reporting, analytics, and investor communications, serving over 1,000 asset managers and servicers across 40 countries.
How does Statpro help with regulatory compliance?
Statpro offers real-time updated templates for UCITS and SEC filings across 40+ jurisdictions. Its integrated data pipeline reduces manual reconciliation, ensuring accurate and timely regulatory reporting for asset managers, pension funds, and insurers navigating complex compliance requirements.
Who are Statpro's main customers?
Statpro serves asset servicers, institutional asset managers, pension funds, insurance companies, investment consultants, and wealth managers. Its solutions are particularly tailored for firms needing retail fund reporting and regulatory compliance support.
What are Statpro's strengths in the market?
Statpro excels in UCITS and SEC filings, offering real-time template updates for 40+ jurisdictions. It provides a proven migration path from legacy systems like Eagle or Bloomberg AIM and integrates front-to-back data pipelines to streamline client reporting processes.
What challenges does Statpro face?
Statpro faces client concentration risk, with top 20 accounts representing ~45% of pre-acquisition revenue. Integration challenges with Confluence's legacy products have caused support delays, and competition from modular RegTech startups offering lower-cost solutions is increasing.
What is Statpro's focus for 2026?
Statpro plans to expand its Consumer Composite Investments framework for UK retail disclosures and automate AI-driven document generation for prospectuses. These initiatives aim to enhance regulatory reporting efficiency and support clients in meeting evolving ESG disclosure requirements.
Sources
- www.confluence.com — Active product offering as of Q1 2026
- www.confluence.com — Current regulatory focus areas and client count
- www.confluence.com — Geographic coverage and service lines
- ir.simpsonmfg.com — Parent company revenue growth context