ConfluenceConfluence Technologies
|
SS&C Vision FISS&C Technologies
|
|||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationConfluence Technologies
Founded: 1991
United States
www.confluence.com
|
Company InformationSS&C Technologies
Founded: 1986
United States
www.ssctech.com/solutions/products-a-to-z/vision-fi-investment-reporting-software
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
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
|
||||||
|
|
|