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Confluence

Last updated on

Company health

Employee growth
28% increase in the last year
Web traffic
No change in the last quarter
Financing
September 2006 - $60M

Reviews

G2
4.3/5
(5)
Glassdoor
3.6/5
(103)

Confluence description

Confluence is a cloud-based software platform designed for financial professionals. It helps manage investment data, providing tools for performance analysis, risk management, and regulatory reporting. Confluence mainly serves asset managers, asset owners, and service providers. It aims to streamline complex financial processes, increase efficiency, and improve data transparency.


Who is Confluence best for

Confluence is a cloud-based software designed for financial professionals to manage investment data, analyze performance, and handle regulatory reporting. Its key features include performance tracking, risk analysis, and investor reporting. Confluence streamlines complex financial processes and increases data transparency, making it a suitable choice for large financial institutions.

  • Confluence is best suited for medium-sized businesses in the financial services industry.

  • Confluence is a good choice for businesses in the financial services industry, especially asset managers, asset owners, and service providers.


Confluence features

Type in the name of the feature or in your own words tell us what you need
Supported

Confluence supports performance tracking with historical data, returns, benchmarks, and key metrics.

Supported

Confluence provides tools to measure and visualize investment portfolio risk.

Supported

Confluence can generate reports on company and fund performance.


Confluence pricing


Confluence alternatives


  • Confluence FAQ


    Reviewed by

    MK
    Michal Kaczor
    CEO at Gralio

    Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

    TT
    Tymon Terlikiewicz
    CTO at Gralio

    Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.