Confluence Unity

aid: confluence-unity
name: Confluence Unity
description: 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.
type: Index
position: Consumer
access: 3rd-Party
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
url: https://raw.githubusercontent.com/api-evangelist/confluence-unity/refs/heads/main/apis.yml
created: '2024-01-01'
modified: '2026-04-28'
specificationVersion: '0.19'
kind: company
tags:
- Asset Management
- Asset Servicing
- Financial Reporting
- Fund Administration
- Investment Management
- Performance Analytics
- Regulatory Reporting
- SaaS
apis:
- aid: confluence-unity:unity-platform
  name: Confluence Unity Platform
  description: 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.
  humanURL: https://www.confluence.com/products/
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  tags:
  - Financial Reporting
  - Fund Administration
  - Performance
  - SaaS
  properties:
  - type: Documentation
    url: https://www.confluence.com/products/
  - type: Website
    url: https://www.confluence.com/
  x-features:
  - Unity Financial Reporting
  - Unity Performance
  - Unity Rex AI Reconciliation
  - Regulatory Reporting
  - Shareholder Reporting
  - Document and Template Production
  - Performance Measurement
  - Data Consolidation
  x-use-cases:
  - 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
common:
- type: Website
  url: https://www.confluence.com/
- type: Products
  url: https://www.confluence.com/products/
- type: AI Innovation
  url: https://www.confluence.com/ai-innovation-lab-unveils-unity-rex/
- type: Blog
  url: https://www.confluence.com/insights/
- type: Contact
  url: https://www.confluence.com/contact-us/
- type: Careers
  url: https://www.confluence.com/careers/
- type: Login
  url: https://www.confluence.com/login/
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com