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Description
We stand as a prominent force in the realm of data-driven investment management solutions, collaborating closely with our clients to provide products and services aimed at maximizing efficiency and control. Our offerings range from eliminating data technology silos to delivering a comprehensive portfolio analytics solution, which grants you clear and precise visibility into performance and attribution throughout the organization, enabling you to assess and refine your investment strategies effectively. The performance team plays a vital role in the investment lifecycle, contributing significantly to essential decision-making, ensuring regulatory compliance and integrity, and fostering client trust. Accurately measuring and assessing your portfolio’s performance is fundamental to making informed investment choices. To achieve this, performance teams must be equipped with the appropriate tools that empower the front office with the insights necessary for understanding performance strategies and the factors driving investment performance. Ultimately, our commitment to innovation ensures that our clients are always one step ahead in the competitive investment landscape.
Description
Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.
API Access
Has API
API Access
Has API
Integrations
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
Confluence Technologies
Website
www.confluence.com/solutions/investor-communications/financial-reporting/
Vendor Details
Company Name
KPI Sense
Founded
2019
Country
United States
Website
kpisense.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
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