Confluence Unity is the unified fund administration and reporting platform from Confluence Technologies, a software provider focused on the global investment management industry. The Unity suite (including Unity Financial Reporting, Unity Performance, and Unity Rex for AI-driven reconciliation) consolidates data, regulatory and shareholder reporting, and performance analytics for asset managers, fund administrators, and asset servicers. Confluence operates Unity as a hosted SaaS platform with integrations into client data warehouses; the public site does not publish open developer API documentation, so developer access is typically arranged through Confluence account teams.
URL: Visit APIs.json URL
- Type: Index
- Position: Consumer
- Access: 3rd-Party
- Classification: Company
- Asset Management, Asset Servicing, Financial Reporting, Fund Administration, Investment Management, Performance Analytics, Regulatory Reporting, SaaS
- Created: 2024-01-01
- Modified: 2026-04-28
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.
Human URL: https://www.confluence.com/products/
- Financial Reporting, Fund Administration, Performance, SaaS
- Unity Financial Reporting
- Unity Performance
- Unity Rex AI Reconciliation
- Regulatory Reporting
- Shareholder Reporting
- Document and Template Production
- Performance Measurement
- Data Consolidation
- 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
FN: Kin Lane
Email: kin@apievangelist.com