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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Invest in a sustainable future, shop with sustainability in mind, and utilize AI-driven technology for streamlined reporting and benchmarking on sustainability efforts. Equipped with foundational technology tailored for diverse sustainability applications, you can fulfill all your requirements regarding data, methodologies, and tools. Furthermore, our platform features digitally-native capabilities alongside a modular structure, allowing you to select any combination of our sustainability technology toolkit. Whether your goal is to implement a fully-customizable, comprehensive sustainability tech solution or simply obtain a specific data point for regulatory adherence, Clarity AI enables you to assess, analyze, and report on essential metrics for yourself or your clients with confidence and efficiency. Clarity AI integrates effortlessly into your existing processes through an API or our web application, making it the only adaptable and scalable end-to-end SaaS solution capable of meeting any sustainability challenge. With our innovative technology, organizations can not only meet compliance requirements but also advance their sustainability initiatives more effectively than ever before.

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

Screenshots View All

Screenshots View All

Integrations

Azeon
Fintech Sandbox
Menturi
Serval
Wired Relations

Integrations

Azeon
Fintech Sandbox
Menturi
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

Clarity AI

Founded

2017

Country

United States

Website

clarity.ai/

Vendor Details

Company Name

Confluence Technologies

Founded

1991

Country

United States

Website

www.confluence.com

Product Features

ESG

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

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

Alternatives

Alternatives

myCSO Reviews

myCSO

Rimm Sustainability