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features
design
support

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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

No matter how you plan to utilize Confluence, Trello, or monday.com, we have an application designed to enhance your collaborative efforts, whether you're working in harmony or independently. Our applications elevate the aesthetics and functionality of your Confluence content, pages, and spaces. You can boost user engagement by incorporating buttons, keeping information organized with tabs, or creating forms to gather valuable feedback from your users; we offer a Confluence add-on tailored to meet your specific requirements. Our tools assist in organizing both your shared and private documents, while also clarifying your work priorities, ultimately simplifying your daily tasks. Additionally, our applications modify Trello to align perfectly with your objectives, whether that involves exporting boards for in-depth reporting, monitoring time allocation on tasks to assess productivity, or making it easier to remove cards. Enhance your Trello boards with our power-ups to unlock their full potential, transforming your approach to collaborative work and knowledge management, and empowering teams to achieve their goals more effectively. With these enhancements, you'll discover new ways to optimize your workflows and boost team collaboration.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azeon
CSS
Confluence
HTML
JavaScript
Menturi
Serval
Trello
Wired Relations
monday work management

Integrations

Azeon
CSS
Confluence
HTML
JavaScript
Menturi
Serval
Trello
Wired Relations
monday work management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.25 per user per month
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

Kolekti

Country

United States

Website

www.kolekti.com

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

Product Features

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Alternatives

Alternatives