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

Most reconciliation tools are built for simple, structured data. Solvexia is built for the hard cases: high transaction volumes, fragmented data sources, and matching logic that standard tools cannot handle. In high-volume environments, Solvexia automates one-to-many and many-to-many matching, partial matches, and timing differences without manual workarounds, maintaining approximately 99% auto-match rates across complex, multi-source data. Every data source feeds into one automated workflow. ERPs, bank files, payment processors, Excel exports, and APIs are all connected regardless of format or volume. Finance teams configure and maintain workflows themselves, with no IT backlog and no developer dependency. Solvexia is typically implemented in 90 days and is built to scale as transaction volumes grow, without any degradation in performance or match rates.

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

Finance teams managing complex, high-volume reconciliation across multiple data sources.

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

No images available

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

Solvexia
Founded: 2008
Australia
www.solvexia.com

Alternatives

Alternatives

QX QuickReco

QX QuickReco

QX Global
ReconNET

ReconNET

Trintech
Vena

Vena

Vena Solutions

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

Data Preparation Features

Collaboration Tools
Data Access
Data Blending
Data Cleansing
Data Governance
Data Mashup
Data Modeling
Data Transformation
Machine Learning
Visual User Interface

Robotic Process Automation (RPA) Features

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

Integrations

Azeon
Menturi
Microsoft Dynamics 365
Microsoft OneDrive
Serval
Wired Relations

Integrations

Azeon
Menturi
Microsoft Dynamics 365
Microsoft OneDrive
Serval
Wired Relations
Claim Confluence and update features and information
Claim Confluence and update features and information
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Claim Solvexia and update features and information