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

Our approach provides an immersive experience for investors and analysts while greatly reducing the workload for issuers. From mind-blowing designs to data-driven content strategy, your investors will be engaged in the experience. All our investor relations websites are built to ADA WCAG 2.1 AA, GDPR, CCPA, HTTPS secure, and also mobile responsive. You will enjoy the industry's only proactive client services that are both 24/7 and 100% U.S. based. Additionally, the Equisolve control environment is SOC 2 Type II audited and we support single sign-on (SAML) and multi-factor authentication while boasting the fastest and most reliable global infrastructure of any IR Website vendor as verified by an independent third party. All IR websites are designed and developed to be fully compliant with SEC regulations and exchange rules. That's the easy part, what sets us apart is our unique approach to content strategy and design.

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

Investors and companies interested in a provider of compliant investor relations websites

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

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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

Equisolve
Founded: 2006
United States
www.equisolve.com/ir-websites

Alternatives

Alternatives

B2i

B2i

B2i Technologies, Inc.

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

Integrations

Azeon
Menturi
Serval
Wired Relations

Integrations

Azeon
Menturi
Serval
Wired Relations
Claim Confluence and update features and information
Claim Confluence and update features and information
Claim Equisolve and update features and information
Claim Equisolve and update features and information