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-productions2.s3.amazonaws.com/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'
x-type: 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-productions2.s3.amazonaws.com/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: [email protected]