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What is DFIN Arc Suite?

As a leading provider of risk and compliance solutions on a global level, DFIN offers a distinctive integrated platform that covers regulatory, reporting, legal, filing, and distribution solutions. Our established role as a market leader allows us to provide the financial sector with unmatched experience and expertise. The Arc Suite financial regulatory compliance software is crafted to assist users in managing the challenges and complexities of a constantly changing regulatory environment, boosting both confidence and control throughout the process. This versatile platform supports a broad spectrum of data, accommodates multilingual content, and meets various compliance requirements through a range of innovative, award-winning products. Designed by experts in mutual fund and product technology, Arc Suite adeptly addresses reporting obligations set by regulatory authorities worldwide, such as the SEC, OSC, and ESMA. In addition, Arc Suite's regulatory compliance management software integrates effortlessly with all aspects of front, middle, and back office operations, leveraging cloud-based proprietary tools to optimize efficiency and flexibility. With our all-encompassing strategy, DFIN guarantees that clients are thoroughly prepared to navigate the intricacies of regulatory compliance in the financial sector, ensuring they can adapt to future regulatory changes with confidence. This proactive approach positions our clients for ongoing success amid the evolving landscape of financial regulation.

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.

Media

Media

Integrations Supported

ArcPro
ArcRegulatory
ArcReporting
Azeon
Menturi
Serval
Wired Relations

Integrations Supported

ArcPro
ArcRegulatory
ArcReporting
Azeon
Menturi
Serval
Wired Relations

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Donnelley Financial Solutions

Date Founded

1983

Company Location

United States

Company Website

www.dfinsolutions.com/products/arcsuite

Company Facts

Organization Name

Confluence Technologies

Date Founded

1991

Company Location

United States

Company Website

www.confluence.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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