Last updated on
Company health
Reviews
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
| 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
Notion
Better for smaller companies and has a wider industry application. It is growing faster and users praise its versatility and collaboration features. However, it has a less intuitive interface and a steeper learning curve.
Aumni
Better for venture capital firms. It has more momentum and is known for its excellent customer support. However, users note that implementation can be time-consuming.
Pepper
Better fit for smaller investment firms.
Irwin
Better for investor relations management and offers a more positive pricing sentiment. Irwin is easier to use and a better fit for small to mid-sized businesses.
Xelix
Better for large enterprises with complex accounts payable processes. More focused on cost savings and fraud prevention in finance and IT. Has a positive pricing sentiment and is praised for its user-friendliness, but has less momentum.
Company Watch
Better for financial risk management. A better Company Watch alternative for small and mid-sized businesses. More relevant for finance, construction, and government industries.
Confluence FAQ
What is Confluence and what does Confluence do?
Confluence is a cloud-based investment management software designed for financial professionals. It provides tools for performance analysis, risk management, and regulatory reporting, aiming to streamline complex financial processes and enhance data transparency.
How does Confluence integrate with other tools?
Confluence seamlessly integrates with other tools commonly used by financial professionals, though specific integrations are not publicly listed.
What the main competitors of Confluence?
The main competitors of Confluence are Addepar, Dynamo, eVestment, and FactSet. These companies offer similar portfolio management, analytics, and reporting solutions for financial institutions.
Is Confluence legit?
Confluence is a legitimate cloud-based software platform designed for financial professionals. It is a safe and reliable solution for managing investment data, performance analysis, and regulatory reporting.
How much does Confluence cost?
There is no pricing information available for Confluence.
Is Confluence customer service good?
There is no information available about Confluence's customer service.
Reviewed by
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.
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.