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What is Confluence?

Confluence Technologies is a premier global provider of data-driven investment management solutions that empower financial institutions to optimize operational efficiency, governance, and regulatory compliance. Trusted by over 1,000 clients across 40 countries, including the top 10 asset managers and service providers worldwide, Confluence delivers advanced platforms covering performance analytics, risk management, regulatory reporting, and investor communications. The company’s solutions streamline complex data processes and enable real-time investment monitoring, helping clients navigate an increasingly dynamic regulatory landscape with confidence. In addition to its core offerings, Confluence provides specialized ESG solutions and private fund reporting platforms that support sustainable investing and transparency initiatives. The firm’s commitment to innovation is reflected in its leadership appointments and ongoing development of regulatory and analytics tools that meet the evolving needs of global investment professionals. Confluence’s extensive global presence, with offices in major financial centers, positions it as a strategic partner dedicated to advancing the success of asset managers, owners, and service providers worldwide.

What is AGILE?

VERMEG’s acclaimed modular platform for regulatory reporting delivers the flexibility needed to achieve both business and technical objectives, ranging from template-driven reporting solutions to comprehensive enterprise automation that includes risk assessments, and can be deployed on-premise or through a SaaS model. Additionally, this platform is designed to adapt to evolving regulatory requirements, ensuring that organizations remain compliant with minimal disruption.

Media

Media

Integrations Supported

Azeon
Menturi
Serval
Wired Relations

Integrations Supported

oNabu

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Contact us

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Confluence Technologies

Date Founded

1991

Company Location

United States

Company Website

www.confluence.com

Company Facts

Organization Name

VERMEG

Date Founded

1993

Company Location

Netherlands

Company Website

www.vermeg.com/agile/agile-reporter/

Categories and Features

Compliance

Not specified

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Investor Relations

Not specified

Reconciliation

Not specified

Regulatory Reporting

Not specified

Categories and Features

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