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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 Allatus Unity?

Organizations consider the information they hold as one of their most crucial assets; yet, the insights derived from this data and its utilization in reporting frequently remain confined to specific individuals or scattered spreadsheets. Allatus Unity® presents a safe and searchable platform that your team can access from anywhere, leading to substantial productivity improvements for the organization. Our acclaimed Regtech solution efficiently captures the needs for regulatory reporting and links them with data governance assets, offering transparency on data lineage and comprehension while automatically creating detailed IT specifications for Reporting Solutions. By merging both the business and technical viewpoints of your data assets, collaboration can be improved, costs related to regulatory compliance can be reduced, and risks associated with data-driven initiatives can be mitigated. Ultimately, adopting this solution not only simplifies workflows but also enables organizations to base their decisions on trustworthy data, fostering a culture of informed decision-making across all levels. Such a transformative approach can significantly enhance the overall effectiveness of an organization's operations.

Media

Media

Integrations Supported

Azeon
Menturi
Serval
Wired Relations

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Confluence Technologies

Date Founded

1991

Company Location

United States

Company Website

www.confluence.com

Company Facts

Organization Name

Allatus

Date Founded

2011

Company Location

Scotland

Company Website

www.allatus.co.uk

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

Compliance

Not specified

RegTech

Not specified

Regulatory Reporting

Not specified

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