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

About Confluence

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.

Integrations

Ratings/Reviews

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Company Information

Confluence Technologies
Founded: 1991
United States
www.confluence.com

Videos and Screen Captures

Confluence Screenshot 1
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Product Details

Platforms Supported
Cloud

Confluence Frequently Asked Questions

Q: What kinds of users and organization types does Confluence work with?
Q: What languages does Confluence support in their product?
Q: What other applications or services does Confluence integrate with?

Confluence Product Features

Compliance

Audit Management Not Supported
Risk Management Not Supported
Controls Testing Not Supported
HIPAA Compliance Not Supported
Archiving & Retention Not Supported
FDA Compliance Not Supported
Sarbanes-Oxley Compliance Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Environmental Compliance Not Supported
Version Control Not Supported
Compliance Tracking Not Supported
Incident Management Not Supported
Workflow / Process Automation Not Supported
Surveys & Feedback Not Supported
Artificial Intelligence (AI) Not Supported

ESG

Activity Dashboard Not Supported
Audit Management Not Supported
Benchmarking Not Supported
Compliance Management Not Supported
Analytics/Reporting Not Supported
Data Visualization Not Supported
Document Management Not Supported
Performance Metrics Not Supported
Risk Assessment Not Supported

Financial Reporting

Audit Trail Supported
"What If" Scenarios Not Supported
Balance Sheet Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported

Financial Risk Management

Liquidity Analysis Not Supported
Market Risk Management Not Supported
Loan Portfolio Management Not Supported
Operational Risk Management Not Supported
Compliance Management Not Supported
Portfolio Management Not Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Not Supported
Portfolio Modeling Not Supported
Value At Risk Calculation Not Supported
Credit Risk Management Not Supported
For Hedge Funds Not Supported

Investor Relations

Data Centralization Not Supported
Investor CRM Not Supported
Automated Reporting Not Supported
Document Creation Not Supported
Electronic Signature Not Supported
Investor Transactions / Valuations Not Supported
Deal & Acquisition Management Not Supported
Custom Emails / Newsletters Not Supported
Document Management Not Supported
Compliance Management Not Supported
IR Website Builder Not Supported