Confluence

Confluence

Confluence Technologies
SS&C Vision FI

SS&C Vision FI

SS&C 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

In today’s highly competitive financial services market, your client communications need to stand out and shine. SS&C Vision FI (Financial Insights) is a comprehensive, end-to-end solution for designing, producing and distributing client communications. It enables everyone in your organization to create high-quality reports in a matter of minutes. And it allows your firm to deliver information to clients through their preferred channels, whether that’s print, email or online through a customizable portal. SS&C Vision FI makes your firm more agile, cost-efficient and capable of keeping up with changing communication needs. Design and deliver high-impact communications. Our suite of design tools gives your business teams maximum flexibility, without being dependent on technical resources. You have full control over each end user’s content, branding, style, and overall experience. Documents become available instantly upon approval.

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

Companies, professionals, and investment and financial managers in need of a client reporting solution

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

SS&C Technologies
Founded: 1986
United States
www.ssctech.com/solutions/products-a-to-z/vision-fi-investment-reporting-software

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems

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

Serval
Wired Relations

Integrations

Serval
Wired Relations
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Claim Confluence and update features and information
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