Confluence Unity Platform

Confluence Unity is the unified fund administration platform from Confluence Technologies. It consolidates regulatory reporting, financial and shareholder reporting, performance measurement, and reconciliation into a single hosted environment for asset managers and fund administrators. Unity components include Unity Financial Reporting, Unity Performance, and Unity Rex, an AI-driven tool that detects discrepancies between financial reports and the underlying TSR data.

API entry from apis.yml

apis.yml Raw ↑
aid: confluence-unity:unity-platform
name: Confluence Unity Platform
description: Confluence Unity is the unified fund administration platform from Confluence Technologies.
  It consolidates regulatory reporting, financial and shareholder reporting, performance measurement,
  and reconciliation into a single hosted environment for asset managers and fund administrators. Unity
  components include Unity Financial Reporting, Unity Performance, and Unity Rex, an AI-driven tool that
  detects discrepancies between financial reports and the underlying TSR data.
humanURL: https://www.confluence.com/products/
image: https://kinlane-productions2.s3.amazonaws.com/apis-json/apis-json-logo.jpg
tags:
- Financial Reporting
- Fund Administration
- Performance
- SaaS
properties:
- type: Documentation
  url: https://www.confluence.com/products/
- type: Website
  url: https://www.confluence.com/
x-features:
- Unity Financial Reporting
- Unity Performance
- Unity Rex AI Reconciliation
- Regulatory Reporting
- Shareholder Reporting
- Document and Template Production
- Performance Measurement
- Data Consolidation
x-use-cases:
- Produce regulatory reports for global investment funds
- Reconcile financial reports against TSR data with AI
- Measure and attribute fund performance
- Consolidate fund data across administrators and custodians
- Automate shareholder report production