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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.
Description
Regulatory responsibilities rely heavily on expensive contributors within various regulatory materials. A cloud-based solution such as the Infosys regulated document management platform effectively addresses these challenges. It allows for externalization and collaborative authoring and editing of documents, thus simplifying governance and processes while implementing a consumption-based commercial model that includes support for audit trails. Additionally, it facilitates the creation of custom workflows and offers assistance with versioning, all backed by a proven solution that guarantees 99.95% uptime in production environments. This innovative system enables business users to swiftly locate documents from an extensive repository in just three to four seconds. Furthermore, users benefit from unlimited on-demand storage, enhancing their ability to manage data efficiently. The DMS leverages Google application programming interfaces (APIs) to minimize operational and maintenance expenses, ensuring that the company's overhead costs are confined to API usage and storage requirements. By adopting this advanced platform, organizations can significantly improve their regulatory compliance processes while also cutting costs.
API Access
Has API
API Access
Has API
Integrations
Axe Credit Portal
Azeon
Menturi
Serval
Wired Relations
Work-Relay
Integrations
Axe Credit Portal
Azeon
Menturi
Serval
Wired Relations
Work-Relay
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
Founded
1991
Country
United States
Website
www.confluence.com
Vendor Details
Company Name
Infosys
Founded
1981
Country
India
Website
www.infosys.com/industries/life-sciences/industry-offerings/regulated-document-management-platform.html
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