Confluence

Confluence

Confluence Technologies
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About

Confluence Technologies is a global leader in data-driven investment management solutions, helping clients optimize efficiency and control across regulatory, analytics, and investor communications. Serving over 1,000 clients in 40 countries, including top asset managers and service providers, Confluence delivers products and services designed to streamline investment monitoring, risk management, and regulatory compliance.

About

CtrlPrint is a cloud-based, collaborative corporate reporting platform that streamlines the end-to-end creation, review, version control, tagging, and publication of financial, sustainability, and regulatory reports, helping teams eliminate manual work, ensure accuracy, and meet compliance requirements. It centralizes work across drafting, editing, review, approval, and final publication while supporting major reporting formats such as ESEF, UKSEF, CSRD, DK-GAAP, Inline XBRL (XHTML), and print PDFs from a single source of truth, reducing duplication and errors. It offers secure, role-based access with audit-proof version control, supports integration of live data from Excel and Word into designed layouts with automated updates, and enhances collaboration with clear workflows, permissions, and real-time visibility across contributors. Built-in XBRL tagging, validation tools, and compliance features ensure regulatory standards are met.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Asset managers, asset owners, and investment service providers seeking sophisticated, data-driven platforms to enhance investment performance, risk management, regulatory compliance, and investor communications

Audience

Corporate reporting, investor relations, and communications teams that need a secure, collaborative platform to prepare, edit, control, tag, and publish complex financial, ESG, and regulatory reports efficiently and accurately

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Confluence Technologies
Founded: 1991
United States
www.confluence.com

Company Information

CtrlPrint
Founded: 2001
Sweden
ctrlprint.com

Alternatives

Alternatives

Confluence

Confluence

Confluence Technologies
CCH Tagetik

CCH Tagetik

Wolters Kluwer

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

Adobe InCopy
Adobe InDesign
Menturi
Microsoft Excel
Microsoft Word
Serval
Wired Relations

Integrations

Adobe InCopy
Adobe InDesign
Menturi
Microsoft Excel
Microsoft Word
Serval
Wired Relations
Claim Confluence and update features and information
Claim Confluence and update features and information
Claim CtrlPrint and update features and information
Claim CtrlPrint and update features and information