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features
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support

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Description

Confluence Technologies specializes in data-driven solutions for investment management, offering a comprehensive suite of products that enhance efficiency, control, and transparency. With a client base spanning more than 40 countries and including leading asset managers and service providers, Confluence supports regulatory compliance, risk analytics, performance measurement, and investor communications. The company’s innovative platforms enable organizations to manage complex data workflows, monitor investments, and meet evolving regulatory demands seamlessly. Confluence also offers ESG solutions and private fund reporting, positioning itself as a trusted partner for sophisticated investment management needs.

Description

Reimagine your approach to fulfilling compliance and regulatory reporting requirements. Our dedicated team consists of regulatory specialists, technology innovators, and data professionals who are committed to enhancing data integrity while developing innovative solutions to navigate the intricacies of regulation. Our award-winning offerings serve a diverse clientele within the financial services sector, ranging from small asset management firms to leading banks, ensuring they can satisfy regulatory expectations effectively. Experience precise, comprehensive, and prompt regulatory reporting, all within a unified digital platform that allows for seamless searching, sharing, and management of regulatory information. Benefit from automated monitoring and reporting for shareholding disclosures, along with a comprehensive strategy for tackling market abuse and misconduct. Minimize regulatory risks through efficient automated research management, and take advantage of our accredited training programs that cover a broad array of regulatory reporting frameworks. As experts in regulation and data, we are driven by a mission to transform how organizations engage with compliance and regulatory matters, ultimately creating a more streamlined process for all involved. Our vision is not just to assist clients but to redefine the standard for industry practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azeon
Menturi
Serval
Wired Relations

Integrations

Azeon
Menturi
Serval
Wired Relations

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Confluence Technologies

Founded

1991

Country

United States

Website

www.confluence.com

Vendor Details

Company Name

Kaizen

Founded

2013

Country

United Kingdom

Website

www.kaizenreporting.com

Product Features

Compliance

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

ESG

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

Financial Reporting

"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

Financial Risk Management

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

Investor Relations

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

Product Features

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