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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.
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Confluence is best suited for medium-sized businesses in the financial services industry.
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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 alternatives
Morningstar DirectInvestment research platform for professionals with in-depth data and analytics.Read more
Confluence FAQ
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.
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.
Confluence seamlessly integrates with other tools commonly used by financial professionals, though specific integrations are not publicly listed.
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.
The main competitors of Confluence are Addepar, Dynamo, eVestment, and FactSet. These companies offer similar portfolio management, analytics, and reporting solutions for financial institutions.
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.
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.
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.
There is no pricing information available for Confluence.
How much does Confluence cost?
There is no pricing information available for Confluence.
There is no information available about Confluence's customer service.
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.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.