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Average Ratings 0 Ratings

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ease
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

Custom Charts for Confluence seamlessly integrates with Jira, enabling teams to create and share tailored charts, graphs, and reports on Confluence pages without the need for coding. Users can effortlessly replicate any report from Jira directly within a Confluence page, establishing a comprehensive data hub where any changes to the original data automatically update the linked report. The tool provides a variety of chart templates and sample Jira reports to facilitate quick setup, offering various types such as bar, pie, area, line, and both 1D and 2D Gantt charts. Reports can be easily shared with clients via the JSM portal and the Confluence Knowledge Base, while User Impersonation allows stakeholders to access Jira data without requiring an Atlassian license. This tool also allows teams to visualize the time spent by each assignee on tasks, sprints, and epics, helping to monitor productivity and identify obstacles. Additionally, it supports data from third-party applications, provides JSM request types, features dark mode, and includes a rich text editor for enhanced usability. Custom Charts is an integral part of Tempo's Strategic Portfolio Management (SPM) suite, which also includes products like Tempo Structure PPM, Timesheets, Capacity Planner, and Financial Manager, enhancing overall project management and reporting capabilities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Azeon
Confluence
Jira
Menturi
Serval
Tempo Structure PPM
Wired Relations

Integrations

Azeon
Confluence
Jira
Menturi
Serval
Tempo Structure PPM
Wired Relations

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10/month/user
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

Tempo Software

Founded

2009

Website

www.tempo.io/products/project-dashboards-for-confluence

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

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Alternatives

Alternatives

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