Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This robust software for shareholder reporting enhances your internal controls while minimizing the likelihood of mistakes. Our user-friendly automated financial reporting solution enables you to handle intricate data and content efficiently, resulting in the creation and submission of high-quality, uniform regulatory documents tailored for investment firms. By eliminating manual processes through integrated workflow technology, you can ensure consistency throughout your operations. Data and content can be easily shared across various documents and filings, making the financial reporting process more efficient. Designed specifically for the industry by seasoned experts, this software simplifies financial reporting. Users can conveniently access and review data through a streamlined and intuitive interface, which boosts productivity with an overview dashboard for reports and filings. Additionally, it helps maintain the security of financial reports and data through robust management oversight. Permission-based access allows both internal and external users to engage with the system, while also enabling online scheduling and resource tracking. Furthermore, team collaboration can occur seamlessly across different geographic locations, ensuring that all stakeholders remain connected and informed.
Description
Confluence Technologies specializes in data-driven solutions for investment management, offering a comprehensive suite of products that enhance efficiency, control, and transparency. With a client base spanning more than 40 countries and including leading asset managers and service providers, Confluence supports regulatory compliance, risk analytics, performance measurement, and investor communications. The company’s innovative platforms enable organizations to manage complex data workflows, monitor investments, and meet evolving regulatory demands seamlessly. Confluence also offers ESG solutions and private fund reporting, positioning itself as a trusted partner for sophisticated investment management needs.
API Access
Has API
API Access
Has API
Integrations
ArcPro
Azeon
DFIN Arc Suite
Menturi
Microsoft Word
Serval
Wired Relations
Integrations
ArcPro
Azeon
DFIN Arc Suite
Menturi
Microsoft Word
Serval
Wired Relations
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Donnelley Financial Solutions
Founded
1983
Country
United States
Website
www.dfinsolutions.com/products/arcreporting
Vendor Details
Company Name
Confluence Technologies
Founded
1991
Country
United States
Website
www.confluence.com
Product 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
Product 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