Recent Acquisitions Style Analytics was acquired by Confluence Technologies, Inc., creating an opportunity to upsell new services or integrations to existing clients of Confluence, Investment Metrics, and Compliance Solutions Strategies.

New Product Launches The recent launch of the Client Lifetime Revenue Report and the DeltaZoom TM tool presents a chance to engage with institutional investors, advisors, and asset managers looking to enhance their portfolio analytics and reporting capabilities.

Expansion into Liability Reporting With the introduction of liability reporting in its Portfolio Analytics and Reporting solution, Style Analytics (now Investment Metrics) has opened up avenues to target financial companies seeking assistance with regulatory reporting requirements.

Key Personnel Appointments The appointment of David McNeill as the Chief Operating Officer signifies a period of growth and strategic leadership, offering an opportunity to engage with decision-makers looking to optimize operational efficiency and performance.

Market Positioning Being part of Confluence and offering investment analytics, reporting, and data solutions positions Style Analytics well in the competitive landscape, providing a compelling value proposition to clients seeking comprehensive financial services solutions.