Confluence Technologies
Confluence Technologies Overview
Confluence Technologies is a global leader in data-driven investment management solutions partnering with clients to deliver products and services designed to optimize efficiency and control.
AVERAGE · 25–49What a 29 means
Value proof is inconsistent
Confluence Technologies has published case studies, but most describe benefits without numbers a buyer can verify.
Poor0–24
Average25–49
Good50–74
Excellent75–100
NO VALUE MODEL YET
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Categories
Explore where this organization appears across the ValueHub taxonomy
Analytics Tools & Software
Analytics Platforms
Analytics Tools & Software
Vertical Industry › Financial Services Software
Financial Analytics Software
Vertical Industry
Vertical Industry › Financial Services Software
Investment Accounting Software
Vertical Industry
Vertical Industry › Financial Services Software
Investment Portfolio Management Software
Vertical Industry
Key Findings
Industries
- •Investment Management
- •Data Technology
- •Finance
Featured Products
- •Performance Measurement
- •GIPS Compliance
- •Attribution
- •Style Factor Analysis
- •Manager Research
- •Reporting
- •Hosted Portfolio Management
- •Fund Performance
- •Institutional Plan Analytics & Reporting
- •Institutional Plan Data Insights
- •Multi-Asset Risk
- •Risk Analytics
- •Investment Data Warehouse
- •Data Transformation
- •Complex Asset Pricing
- •Pricing and Valuation Services
- •ESG Indices and Benchmarks
- •Custom Reporting Solution
- •Index Benchmark Services
- •Regulatory Compliance
- •PRIIPs KID
- •Fund Reporting
- •Transaction Reporting
- •Post-Trade Compliance
- •Regulatory Reporting
- •Investment Monitoring
- •Compliance Management
- •Financial Reporting
- •Prospectus
- •Tailored Shareholder Reporting
- •Fact Sheets
- •Fund Expense Management