Audience
Asset managers, asset owners, and investment service providers seeking sophisticated, data-driven platforms to enhance investment performance, risk management, regulatory compliance, and investor communications
About Confluence
Confluence Technologies is a global leader in data-driven investment management solutions, helping clients optimize efficiency and control across regulatory, analytics, and investor communications. Serving over 1,000 clients in 40 countries, including top asset managers and service providers, Confluence delivers products and services designed to streamline investment monitoring, risk management, and regulatory compliance.
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- Manage a centralized risk register with multiple hierarchies
- Keep tabs on financial impacts & probabilities based on risk tolerance
- Capture & relate financial, operational, reputational & third-party risks
- Map controls to regulations, frameworks, incidents & risks
- Remediate findings through workflows or the POA&M process
Ready-made products get you started in as quickly as 30 days:
- Governance, Risk & Compliance Suite
- Risk Management
- Third-party Risk
- Controls & Compliance
- Audit & Assurance
- Policy Lifecycles
- CMMC
- BC/DR
FedRAMP moderate environment available.
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Integrations
Company Information
Confluence Technologies
Founded: 1991
United States
www.confluence.com
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Product Details
Platforms Supported
Cloud
Confluence Product Features
Financial Reporting
Audit Trail
"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement



