Unity Financial Reporting
Accelerate creation of regulatory- and GAAP-compliant financial statements with one automated, end-to-end financial reporting tool.
Document Validation & Intelligence
Validate financial and regulatory documents in minutes. Optimize document cross-check and validation workflows with AI-enabled automation.
Unity Performance
Fully automate fund performance reporting with the fund performance measurement system used by more than 90% of the U.S. 40 Act mutual fund market.
Silverfinch
Unlock efficiency with the document-production managed service that combines unparalleled data collection and management with highly automated template design and document production.
Bring greater efficiency to your investor communications processes for private and public funds with proven solutions that simplify compliance.
Confluence automates financial reporting, shareholder disclosures and tailored shareholder reports, fund performance reporting, and document production for increased accuracy, effectiveness and savings.
9/10
9 of the top 10 largest asset service providers rely on us.
800K+
Regulatory filings produced by Confluence since inception, across all supported forms.
30K+
Over 30,000 funds/entities using Unity Financial Reporting to produce annual/interim/ad-hoc financial statements.
Benefits for clients
Asset Service Providers
Generate investor communications accurately and cost-efficiently with powerful solutions that automate and accelerate at every step.
Asset Managers
Streamline investor communications end-to-end with automated solutions that increase accuracy, efficiency and savings.
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.
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