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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

DataGuidance offers a comprehensive global regulatory research platform that assists organizations in establishing and upholding their compliance frameworks. With the most current and extensive resources available for privacy, security, and third-party risk analysis, teams can effectively manage their compliance obligations. The platform is enhanced by a dedicated team of 40 legal analysts alongside a vast network of over 800 legal professionals, ensuring that privacy teams receive the critical research required to navigate and understand the complexities of global privacy legislation. Stay ahead of the curve with timely updates and daily alerts on regulatory news, all curated from our expert network. By subscribing to DataGuidance Daily Alerts, you can ensure you are continuously informed about the latest developments in regulations that affect your industry. Regulatory insights are disseminated in real-time as new information surfaces, while infographics and reports succinctly summarize key points for frequently referenced privacy laws and regulations, making compliance management more efficient and informed. Furthermore, our tools empower organizations to proactively address compliance challenges and adapt to evolving legal landscapes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

OneTrust Privacy Automation
Serval
Wired Relations

Integrations

OneTrust Privacy Automation
Serval
Wired Relations

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$220 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

OneTrust

Founded

2016

Country

United States

Website

www.dataguidance.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

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