Alternative Funds Reporting Platform
Modernize regulatory reporting for private markets with a unified, modular platform
A single platform that brings together regulatory reporting, financial statements, analytics, and investor communications for private funds.
Schedule a demo40,000+
Funds filed across 90+ regulatory regimes using Confluence solutions.
30+
Years of experience in compliance, reporting, and fund operations.
800K+
Regulatory filings produced by Confluence since inception.
Modular by design. Powerful together.
Each capability supports a critical part of the private fund reporting lifecycle and can be used individually or as part of an integrated solution.
Standardizes fragmented alternative fund data into a structured, reusable foundation that powers reporting, analytics, and compliance workflows.
Support stronger reporting outcomes across your fund lifecycle
As regulatory demands increase and fund structures become more complex, the Confluence platform helps streamline operations and promote consistency across the reporting process.
Accelerate compliance cycles
Reduce turnaround times with built-in workflows, validations, and automation.
Reduce manual work
Eliminate repetitive processes and refocus teams on higher-value tasks.
Mitigate compliance risk
Support audit readiness with structured review and validation processes.
Scale without rework
Expand across funds, jurisdictions, and service models without starting from scratch.
Adapt quickly to change
Respond to evolving regulatory mandates with flexible, connected tools.
Extend capacity with managed services
Offload resource-intensive tasks like data validation, report prep, and filing execution with expert-led support that scales with your reporting cycles.
Testimonials
As a leading asset servicing partner, we are committed to using technology to enhance our reporting processes and deliver greater efficiency for our clients. Confluence’s Unity Financial Reporting is a best-of-breed solution that will enable us to further automate workflows, reduce complexity, and scale our reporting capabilities globally.
Regulatory coverage
Fund Reporting: US/NA
- Regulatory Filings (Forms) – CPO-PQR
- Regulatory Filings (Forms) – Form 13D
- Regulatory Filings (Forms) – Form 13F
- Regulatory Filings (Forms) – Form N-PX
- Regulatory Filings (Forms) – Form SHO/13f-2
- Regulatory Filings (Forms) – Form 13G/D
- Regulatory Filings (Forms) – Form ADV
- Regulatory Filings (Forms) – Form PF
- Regulatory Filings (Forms) – CTA-PR
- Regulatory Filings (Forms) – NFA Annual PFS
- Regulatory Filings (Forms) – TIC Forms
- Documents & Templates – Forms CRS (ADV Part 3)
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Modernize how you manage private fund reporting
The Alternative Funds Reporting Platform brings together regulatory filings, financial statements, analytics, and investor communications in one modular solution. Whether you need to simplify Form PF, enhance investor reporting, or reduce operational strain with managed services, Confluence helps you scale without the complexity.
Schedule a demo