Compliance Solutions Strategies (CSS)
The Best of Breed in Regulatory Data Solutions
IvaraX Analysis
Compliance Solutions Strategies (CSS), a Confluence company, provides comprehensive regulatory technology solutions for financial services firms facing complex global compliance requirements. The company combines an integrated platform approach with managed services and regulatory expertise to deliver end-to-end compliance support across fund reporting, transaction reporting, investment monitoring, and compliance management.
Key Strengths
- +Comprehensive platform addressing multiple compliance disciplines in one integrated solution
- +Strong combination of technology and human expertise through managed services
- +Established global presence with 600+ clients across North America and Europe
- +Investment in AI innovation with LLM-based solutions for data reconciliation
- +Diverse client base experience spanning asset managers, banks, hedge funds, and other financial institutions
Ideal For
- →Asset managers and investment advisers seeking comprehensive regulatory compliance automation
- →Financial services firms looking to reduce total cost of ownership for regulatory reporting
- →Organizations requiring managed services support for complex global regulatory requirements
- →Firms needing to consolidate multiple compliance tools into a centralized platform
Things to Consider
- !Primary focus on financial services regulatory compliance may not suit firms outside this sector
- !Recent acquisition by Confluence may result in ongoing platform and service integration changes
- !Enterprise-focused solutions may be more suited for mid-to-large financial institutions rather than smaller firms
About Compliance Solutions Strategies (CSS)
Compliance Solutions Strategies (CSS), now part of Confluence, is a global RegTech partner dedicated to helping financial services firms navigate the complexities of regulatory compliance. The company offers an end-to-end, integrated platform addressing five critical areas: Fund Reporting, Investment Monitoring, Transaction Reporting, Compliance Management, and Regulatory Book of Record. With a Compliance-as-a-Service approach, CSS combines advanced technology solutions with regulatory expertise and managed services to deliver comprehensive compliance support. Serving over 600 clients across North America and Europe, CSS caters to a diverse range of financial institutions including asset managers, banks, broker-dealers, hedge funds, insurance companies, and private equity firms. The company differentiates itself through its data-driven approach backed by service excellence, offering both technology tools and hands-on expertise. From white-glove managed services to bespoke compliance projects, CSS's team of global regulatory experts helps clients assess, build, and optimize their regulatory infrastructure to meet unique organizational needs.
Why Choose Compliance Solutions Strategies (CSS)
- End-to-end integrated RegTech platform covering five critical compliance areas
- Compliance-as-a-Service model combining technology with managed services and regulatory expertise
- Proven track record serving 600+ clients across North America and Europe
- Deep data management capabilities that automate and consolidate data from multiple disparate sources
- Ability to reduce total cost of ownership through strategic, integrated solutions and centralized Regulatory Book of Record
Services
Fund ReportingInvestment MonitoringTransaction ReportingCompliance ManagementRegulatory Book of RecordManaged ServicesCompliance ServicesData ManagementCybersecurityDocument ProductionRisk AssessmentsRegulatory Filings
Technologies
Cloud-based PlatformsAPIsData AnalyticsRegulatory Databases
Tech Stack(detected from website)
Large Language Model (LLM) AI - 'Rex' for data reconciliationProprietary RegTech PlatformWordPress CMS
Categories
Company Info
- Headquarters
- Pittsburgh, PA, US
