ConfluenceConfluence Technologies
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VerityESGVerity
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Related Products
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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.
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About
Bring speed, clarity, and cohesion to ESG & impact investing with the only purpose-built ESG engagement tracker for asset managers. Build the narrative & demonstrate stewardship in the fewest steps possible with a purpose-built solution for sustainable investing, IR, and compliance teams. Avoid data silos & inefficiencies of spreadsheet-based tracking. Centralize proprietary & 3rd party data for faster outcomes. Unburden SI, IR, & compliance teams of cumbersome reporting. Standardize practices & sign-offs to easily provide disclosures & reports. Ready out of the box. Customize to fit your process. Scale with the only purpose-built solution for asset managers. Teams view individual engagement stories and track the entire engagement lifecycle, from objective to meeting to proxy to the outcome, all in one place. Report by portfolio, indicator, timeframes, and any data points relevant to your engagement reporting. Show that you are adhering to regulatory requirements.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Asset managers seeking a solution to track engagement and improve their reporting processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationConfluence Technologies
Founded: 1991
United States
www.confluence.com
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Company InformationVerity
United States
verityplatform.com/platform/verityesg/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Affinity
Azeon
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Menturi
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
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Integrations
Affinity
Azeon
Box
Evernote
LSEG Due Diligence Centre
MSCI Real Estate Enterprise Analytics
Menturi
Microsoft Excel
Microsoft OneDrive
Microsoft OneNote
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