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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

Despite having stringent regulations in place to ensure precise and compliant financial reporting, a significant number of organizations continue to rely on manual or partially automated reconciliation and certification methods. These outdated practices can lead to inaccuracies, inefficiencies in operations, and a diminished ability to oversee financial figures during the certification process. Fiserv's Frontier™ Reconciliation offers a thorough end-to-end solution that provides a complete view of account reconciliation throughout the organization, making exceptions easily identifiable and decreasing the need for manual involvement. The solution fully automates cumbersome workflows and guarantees adherence to both corporate and regulatory standards. However, decreasing errors and minimizing write-offs represents just one aspect of the overall benefits. By reducing the necessity for manual research and interventions during reconciliation, organizations can realize significant gains in efficiency and decrease operational costs, all while allowing their staff to focus on more strategic and value-driven tasks. Consequently, adopting such comprehensive solutions can transform financial operations and contribute to long-term organizational success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ARGO No 
Azeon Yes 
Menturi Yes 
Serval Yes 
Wired Relations Yes 

Integrations

ARGO Yes 
Azeon No 
Menturi No 
Serval No 
Wired Relations No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Confluence Technologies

Founded

1991

Country

United States

Website

www.confluence.com

Vendor Details

Company Name

Fiserv

Country

United States

Website

www.fiserv.com/en/solutions/risk-and-compliance/financial-control-and-accounting/frontier-reconciliation.html

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance Yes 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation No 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement No 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management No 
For Hedge Funds Yes 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management Yes 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests Yes 
Value At Risk Calculation No 

Risk Management

Alerts/Notifications No 
Auditing Yes 
Business Process Control Yes 
Compliance Management Yes 
Corrective Actions (CAPA) No 
Dashboard Yes 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management Yes 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management Yes 
Risk Assessment Yes 

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