Confluence Unity

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.

Confluence Unity is profiled on the APIs.io network. Tagged areas include Asset Management, Asset Servicing, Financial Reporting, Fund Administration, and Investment Management.

Confluence Unity’s developer surface includes engineering blog and 8 more developer resources.

🌐 Visit website 📡 Source on GitHub

20.1/100 emerging ▬ flat Agent 3/100 human only Full breakdown ↓
scored 2026-07-28 · rubric v0.6

AccessFreemium

0 APIs

Asset ManagementAsset ServicingFinancial ReportingFund AdministrationInvestment ManagementPerformance AnalyticsRegulatory ReportingSaaS

Kin Score

Kin Score How this is scored →
scored 2026-07-28 · rubric v0.6

Composite quality — 20.1/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 0.4 / 20

Commercial Clarity 10.5 / 20

Operational Transparency 4.1 / 13

Governance 0.0 / 12

Discoverability 5.0 / 10

Agent readiness — 3/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 7 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/confluence-unity: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Pricing Plans 1

Published pricing tiers and plan structures.

Confluence Unity Plans Pricing

3 plans

PLANS

Rate Limits 1

Documented rate limits and quota policies.

Confluence Unity Rate Limits

5 limits

RATE LIMITS

FinOps 1

Cost, billing, and metering signals for API financial operations.

Get Started 1

Portal, sign-up, and the first successful call

Login

Access & Security 2

Authentication, authorization, and security posture

VulnerabilityDisclosure

VulnerabilityDisclosure

DomainSecurity

DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Contact

Contact

Company 3

The organization behind the API

Website

Website

Blog

Blog

Careers

Careers

Other 2

Properties that don't map to a standard resource type

Products

Products

AI Innovation

AI Innovation

Source (apis.yml)

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
accessModel:
  pricing: freemium
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Freemium
  confidence: medium
  source:
  - plans
  generated: '2026-07-22'
  method: derived
position: Consumer
access: 3rd-Party
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/confluence-unity.png
url: https://raw.githubusercontent.com/api-evangelist/confluence-unity/refs/heads/main/apis.yml
created: '2024-01-01'
modified: '2026-07-25'
specificationVersion: '0.19'
kind: company
tags:
- Asset Management
- Asset Servicing
- Financial Reporting
- Fund Administration
- Investment Management
- Performance Analytics
- Regulatory Reporting
- SaaS
apis: []
common:
- type: VulnerabilityDisclosure
  url: security/confluence-unity-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/confluence-unity-domain-security.yml
- 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