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.
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Integrations
Company Information
Confluence Technologies
Founded: 1991
United States
www.confluence.com
Videos and Screen Captures
Other Useful Business Software
Build Agents and Models on One Platform
Gemini Enterprise Agent Platform is Google Cloud's comprehensive platform for developers to build, scale, govern, and optimize agents and models. Choose from Google's most advanced models and third-party models like Anthropic's Claude Model Family.
Product Details
Platforms Supported
Cloud
Confluence Frequently Asked Questions
Q: What kinds of users and organization types does Confluence work with?
Confluence works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Confluence support in their product?
Confluence supports these languages: English.
Q: What other applications or services does Confluence integrate with?
Confluence integrates with: Azeon, Menturi, Serval, and Wired Relations.
Confluence Product Features
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
