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

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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?

Confluence Product Features

Compliance

Audit Management
Risk Management
Controls Testing
HIPAA Compliance
Archiving & Retention
FDA Compliance
Sarbanes-Oxley Compliance
ISO Compliance
OSHA Compliance
Environmental Compliance
Version Control
Compliance Tracking
Incident Management
Workflow / Process Automation
Surveys & Feedback
Artificial Intelligence (AI)

ESG

Activity Dashboard
Audit Management
Benchmarking
Compliance Management
Analytics/Reporting
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Financial Reporting

Audit Trail
"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Liquidity Analysis
Market Risk Management
Loan Portfolio Management
Operational Risk Management
Compliance Management
Portfolio Management
Risk Analytics Benchmarks
Stress Tests
Portfolio Modeling
Value At Risk Calculation
Credit Risk Management
For Hedge Funds

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

Confluence Additional Categories