Confluence Technologies

Confluence is a software company offering solutions for investment management companies to automate their fund administration process. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Angel Investment, Consulting, Data Center Automation and Finance, so expect those to show up in the feature set. They are a large team, 501 to 1,000 people, which usually shapes who they work with. Bigger vendor, more process. Budget time for procurement.

Confluence Technologies is based in Pittsburgh, Pennsylvania and founded in 1991. Their site is confluence.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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