Confluence Alternatives (September 2025)

We are are a global leader in data-driven investment management solutions delivering products and services to optimize efficiency and control.

4.3/5

18,826+ reviews

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1.
Financial Software & Managed Services | SmartStream
https://www.smartstream-st
.com/

70 of the world's top 100 banks, capital markets, buy-side firms and corporations rely on our technologies and services for mission-critical functions.

2.
AIRR | One SaaS solution for all investment management needs
https://theair
.com/

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

3.
Portfolio Risk Management Software & Analysis Tool | AlternativeSoft
http://www.alternativesof
.com/

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

4.
Private Equity & Alternative Investment Software | eFront
https://www.efron
.com/

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

5.
Due Diligence Technology for the Asset Management Industry
https://www.diligencevaul
.com/

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

6.
Orion Advisor Solutions | WealthTech for Advisors
https://orio
.com/

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

7.
Agora | Real estate investment management software
https://agorarea
.com/

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

9.
Alternative Asset Management Software & CRM | Dynamo
https://www.dynamosoftwar
.com/

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

10.
Adenza | Platform to Opportunity
https://adenz
.com/

End-to-end trading, treasury, risk management and regulatory compliance solutions that consolidate and streamline operations, optimize investment, unlock value and drive growth. Adenza give financial institutions confidence by solving today’s challenges, whilst unlocking opportunities for their futures.

11.
Theorem Technologies
https://www.theore
.io/

Streamline your post-trade processing with Theorem's integrated solutions.

12.
Personalized Wealth Management Solutions at Scale | Vestmark
https://www.vestmar
.com/

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

13.
14.
GTreasury | Treasury Management Software
https://gtreasur
.com/

A single source of truth and tools finance teams need to create connections, enabling growth and make informed business decisions.

15.
Hexagon - Empowering an autonomous, sustainable future | Hexagon
https://hexago
.com/

Hexagon is the global leader in digital reality solutions, combining sensor, software and autonomous technologies to put data to work.

16.
Portfolio Management System | Middle-Office | Crypto PMS | HedgeGuard
https://www.hedgeguar
.com/

The best combination of Portfolio Management System and Middle Office outsourcing Service, designed for traditional, crypto or hybrid funds!

17.
Zebra Technologies | Visible. Connected. Optimised. | Zebra
https://www.zebr
.com/

A world leader in innovative digital solutions, hardware and software, Zebra enables businesses of all sizes to intelligently connect data, assets, and people.

19.
Altvia Private Equity Software | Built for Alternative Investments
https://altvi
.com/

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

20.
Intelligent Tech with a Human Touch - Amplify
https://amplifyplatfor
.com/

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

21.
Dow Jones Risk & Compliance: Data & Risk Management
https://www.dowjone
.com/professional/risk/

Dow Jones Risk & Compliance provides risk management data and integrated technology solutions to manage regulatory and reputational risk.

22.
YCharts - Financial Research and Proposal Platform
https://ychart
.com/

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

23.
RIA Practice and Portfolio Management Software | Morningstar
https://www.morningsta
.com/business/brands/wealth/products/morningstar-office/

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

24.
Portfolio insights, tracking and investment research for your wealth.
https://ziggm
.com/

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

25.
Global Policy and Market Intelligence | FiscalNote
https://fiscalnot
.com/

The #1 most trusted partner for managing the global issues and policy affairs that present the biggest risks and opportunities to your organization.

26.
Portfolio Intelligence Software for Venture Capital
https://vestberr
.com/

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

27.
Dartfish ‎| Video Analysis Solutions to Improve Teams' and Athletes' Performance
https://www.dartfis
.com/

Dartfish is the leader in sports performance technology. Dartfish offers motion analysis and game analysis solutions that help coaches, teams, and athletes improve their performance.

28.
Home - Datatrack
https://datatrac
.com/

Advanced software solutions for contact centre, UC&C and Call Handling We make software that enhances your business! Contact us now

29.
Investor Management Services (IMS) | RealPage
https://www.realpag
.com/investment-management/investor-management-services/

Unlock the potential of your commercial and real estate investments with RealPage’s investor management services (IMS) to streamline operations, boost ROI, and much more.

30.
Zapflow | For Venture Capital, Private Equity & Alternative Investment
https://www.zapflo
.com/

Zapflow is the all in one solution for investment professional working in venture capital, private equity and alternative investments.

31.
Leading source of information about insurance risk
https://marketing.veris
.com/

The leading strategic data analytics and technology partner to the global insurance industry.

32.
FNZ - End-to-end wealth management platform | FNZ
https://www.fn
.com/

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

33.
Tridant - Insightful Data, Planning & Analytics
https://www.tridan
.com/

Leveraging data & insights for data driven decision making. Smarter analytics, emerging technologies, Better Business.

34.
Home - InvestCloud
https://investclou
.com/

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

35.
Risk Management Software Solutions - Riskonnect Inc.
https://www.ventivtec
.com/products/irm-vendor/

The world’s largest risk management software provider offers the ability to reduce risk, increase efficiency, and improve organizational performance

36.
World-Class Treasury, Risk & Trade Finance Management Solution
https://ibsfintec
.com/

Globally recognized enterprise treasury management solution. Automation of Cashflow & Liquidity,Treasury, Trade Finance & Supply Chain Finance

37.
Osprey Flight Solutions | Global Aviation Risk Intelligence
https://www.ospreyflightsolution
.com/

The most powerful aviation risk management software in the industry for understanding the risks in the global aviation operating environment.

38.
IR Insight® | Investor Relations Software | Nasdaq
https://www.nasda
.com/solutions/ir-intelligence/nasdaq-ir-insight/

Purpose built IR software to streamline complex workflows, access premium content, engage shareholders, and measure your ROI.

39.
Solidatus: Award-winning Data Lineage Solution for Intelligent Data Management
https://www.solidatu
.com/

Discover the power of Solidatus for effective data management, visualization, and exploration. An award-winning data lineage solution. Boost your data insights today. Language: US English

40.
Q4 Inc. - IR Websites | Investor Relations Websites | Q4
https://www.q4in
.com/platform/attract-investors/investor-relations-websites/default.aspx/

Q4 helps you create IR websites that capture the imagination, drives behaviour & converts visitors into investors. Make your online vision a reality.

41.
Kantox
https://www.kanto
.com/en/

Kantox is the global leader in Currency Management Automation. We help businesses optimise their entire FX workflow while removing currency and operational risks.

42.
Trademo - AI-powered Solutions for Global Supply Chains
https://www.tradem
.com/

Trademo is a supply chain SaaS company that connects billions of supply chain data points to empower organizations with intelligence, compliance, and visibility.

43.
Data Management | SAP Business Technology Platform
https://www.sa
.com/products/technology-platform/data-management.html/

Make better decisions faster with in-memory database management systems from SAP that optimize storage, compliance, and analytics..

44.
Optix | Safely Home With Leading Fleet Safety Technology
https://opti
.co/

Enhance fleet performance & driver safety with Optix comprehensive fleet management solutions with advanced driver assistance technology. Contact Us today

45.
Risk Management Software & Claims Management Software
https://www.ventivtec
.com/

Ventiv Technology delivers innovative risk, insurance & claims software solutions to help its customers succeed. See how we can help your business!

46.
Flex | Advanced Manufacturing with End-to-End Solutions
https://fle
.com/

Flex is the manufacturing partner of choice for streamlined product lifecycles. From design to end of life, our end-to-end services optimize efficiency.

47.
SS&C Intralinks for M&A, alternative investments and banking | Intralinks
https://www.intralink
.com/

Learn how SS&C Intralinks’ secure document-sharing platform streamlines workflows for M&A, alternative investments and capital markets professionals.

49.
Investment Operations – Investment Operations Suite | FIS
https://www.fisgloba
.com/products/fis-investment-operations-suite/

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

50.
Envestnet | MoneyGuide - Financial Planning Software
https://www.moneyguidepr
.com/

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

51.
Investment Analysis & Sales Enablement Software | Equisoft/analyze
https://www.equisof
.com/products/analyze/

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

52.
Data is in our DNA - Discovery Data
https://discoverydat
.com/

Our data, analytics, and services create actionable intelligence that deliver unparalleled results for sales, marketing, and recruiting departments.

53.
Swiss GRC | Governance, Risk & Compliance Software
https://swissgr
.com/

Swiss GRC ist das in der Schweiz führende Softwareunternehmen in den Bereichen Governance, Risk und Compliance mit Standorten in Deutschland, UK und UAE.

54.
Aumni — Investment Analytics for the Private Capital Markets
https://www.aumn
.fund/

Master the private capital markets with the most intelligent investment data available.

55.
ONESOURCE Direct Tax and compliance the complete lifecycle
https://tax.thomsonreuters.c
.uk/onesource/direct-tax/

The increased focus on global corporate tax affairs and good governance practice is forcing tax departments to evaluate risk and implement controls around tax compliance and reporting processes.

56.
Infomatics Corp | Digital Transformation Starts Here
https://infomaticscor
.com/

We prepare your business for the future by optimizing your business processes and implementing the latest emerging technologies.

57.
End-to-end solutions for private partnerships | Juniper Square
https://www.junipersquar
.com/

Partnership Enablement provides a unified solution across the investment lifecycle—from fundraising and investor operations to fund administration.

58.
MavenVista: Procurement Management Software Provider
https://mavenvist
.com/

MavenVista is a one-stop solution for procurement management software and system. We deliver intuitive software solutions to control your procurement process with the experience of industry experts.

59.
Built to Scale Real Estate Funds and Syndicates | InvestNext
https://www.investnex
.com/

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

60.
Practifi | Performance Optimization Platform for Wealth Management
https://practif
.com/

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

61.
Sensr Portal: Open, Modern Investment Management Software
https://www.updatecapita
.com/

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

62.
Risk Management Software, Enterprise Risk Management | SAS
https://www.sa
.com/en_us/solutions/risk-management.html/

No matter how your financial institution prioritizes enterprise risk management, SAS has proven methodologies and best practices to help you establish a risk-aware culture, optimize capital and liquidity, and meet regulatory demands.

63.
Investment Portfolio Management Software for Advisors | FinFolio
http://www.finfoli
.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

64.
ComplySci has Moved to COMPLY
https://www.complysc
.com/

We've been serving the compliance community for years and are excited to continue providing comprehensive solutions under the COMPLY brand.

65.
Aclaimant | Active Risk Management Solutions
https://www.aclaiman
.com/

Aclaimant's RMIS and Claims Management platform is optimized to drive active risk management, reduce cost and improve productivity.

66.
Enterprise Invoice Management - Chrome River is becoming Emburse Enterprise - Emburse
https://www.emburs
.com/products/chrome-river/enterprise-invoice-management/

Chrome River Invoice is a global future-ready solution that allows you to quickly capture, store, match and approve invoices in a modern interface. Say goodbye to frustrations over mounting piles of paper, late payment fees and lack of visibility. Say hello to maximum efficiency, insight and agility with streamlined AP automation.

67.
AvePoint Cloud Governance | Implement Seamless Cloud Governance Framework | AvePoint
https://www.avepoin
.com/products/office-365-governance/

Implement seamless Microsoft 365 governance with AvePoint. Automate policies, manage lifecycles, and ensure secure collaboration.

68.
Magnetar Capital | Leading Alternative Asset Managers
https://www.magneta
.com/

Focused on delivering positive outcomes for our investors, Magnetar generates tomorrow's diversifying return streams by challenging today's investment norms. Explore our approach.

69.
Best Enterprise Cloud Backup Solutions | Data Backup and Recovery | AvePoint
https://www.avepoin
.com/products/cloud-backup/

Protect your data with AvePoint Cloud Backup. Secure, automate, and recover across multi-SaaS environments with industry-leading solutions.

70.
RiskImmune : Ecosystem and Third-Party Risk Management
https://riskimmun
.com/

Discover RiskImmune, your ultimate solution for Third-Party Risk Management. Empower your business with our cutting-edge platform designed to identify, assess, and mitigate risks associated with external partners and vendors. Experience seamless integration, real-time monitoring, and comprehensive risk analysis to safeguard your operations and enhance compliance. Stay ahead of potential threats with RiskImmune’s innovative tools and expert insights. Optimize your third-party interactions and build a resilient business foundation with RiskImmune.

71.
Ethics and Compliance Cloud | Solutions | OneTrust
https://www.onetrus
.com/solutions/ethics-and-compliance-cloud/

Strengthen your ability to monitor, create, and maintain a culture of trust with the OneTrust Ethics and Compliance Cloud.

72.
Enter the confident workplace | Sign In Solutions
https://signinsolution
.com/

Sign In Solutions goes beyond visitor management, empowering organizations of all sizes to reduce risk, optimize employee engagement and welcome visitors efficiently.

73.
Home - Condrey Corporation
https://condreycor
.com/

Discover the power of data access governance and its role in driving business success. Learn how to navigate your data journey effectively with Condrey Corporation.

74.
Housing Trends | CoreLogic®
https://www.corelogi
.com/real-estate/housing-trends/

Economists, scientists and housing market professionals providing our clients with key information and insights to prepare for the future.

75.
Business Data & Analytics | Global Market Insights | FactSet
https://www.factse
.com/

FactSet provides business data to power your workflow, valuable market analytics to help you outperform, and global market insights to give you perspective.

76.
Collaboration software for software, IT and business teams
https://support.atlassia
.com/

Atlassian's team collaboration software like Jira, Confluence and Trello help teams organize, discuss, and complete shared work.

77.
Celent | Experts in financial services
https://www.celen
.com/

Celent is the leading research and advisory firm focused on technology for financial institutions globally.

78.
Collaboration software for software, IT and business teams
https://www.atlassia
.com/

Atlassian's team collaboration software like Jira, Confluence and Trello help teams organize, discuss, and complete shared work.

79.
Business Credit Reports & Credit Score | Creditsafe
https://www.creditsaf
.com/

Assess the financial stabililty of the companies you do business with by accessing Creditsafe's business credit report database. Get a free report today.

80.
IRIS CARBON® – We Simplify Financial and Business Reporting
https://www.iriscarbo
.com/

IRIS CARBON® is the preferred solution for financial reporting and compliance, XBRL/iXBRL conversion, and ESG reporting for global organizations.

81.
Thomson Reuters Compliance Learning - Build your culture of compliance | Middle East & North Africa | Thomson Reuters
https://mena.thomsonreuter
.com/en/videos/thomson-reuters-compliance-learning.html/

Thomson Reuters is the leading source of intelligent information for the world’s businesses and professionals. With our Compliance Learning solution, your employees receive practical, interactive, customizable and cost-effective training courses, which help change behavior and build a culture of integrity and compliance.

82.
CaseWorthy | Case Management Software for Human Services
https://caseworth
.com/

CaseWorthy transforms human services, merging program data and operations, and amplifying service providers’ impact through technology.

84.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/wealth-management-technology/crm

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

85.
Wealth Management Software | AdvisorEngine
https://www.advisorengin
.com/

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

86.
Enterprise Business Automation Platform
https://www.lightap
.com/

Zira's business automation platform helps enterprises at each stage of the digital transformation journey. The platform's architecture allows; integration of existing data from ERP, MES, SCADA, CRM, and more; analytics via Zira or existing AI and machine learning algorithms; automation of common or

87.
EquityRT | Comprehensive Stock Market Data for Investors
https://equityr
.com/

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

88.
Leading CTRM/ETRM Software Provider - CommodityPro
https://www.commoditypr
.net/

CommodityPro is an enterprise commodity trading and risk management (CTRM Software) platform developed by TechnoGen - An IT Infrastructure & software service provider company based in India, serving globally. We are emerging to be a leading provider of CTRM software, serving commodity businesses across various trading areas such as contracts, finance, inventory, distribution & trade documentation

89.
Spend Management, Corporate Cards & Accounts Payable Solutions | Ramp
https://www.ram
.com/

Make expense management easy with Ramp’s spend management platform. Combine global corporate cards, travel, expenses and accounts payable to automate finance operations and improve efficiency.

90.
Audience Is Everything®
https://www.nielse
.com/

A global leader in audience insights, data and analytics, Nielsen shapes the future of media with accurate measurement of what people listen to and watch.

91.
VOIRO Technologies Private Limited
https://voir
.com/

Our mission is to help ads businesses grow from strength to strength through innovation, collaboration and transparent data practices.

92.
AssetFuture
https://assetfutur
.com/

AssetFuture gives you the intelligence to enable robust decision-making, empowering individuals and organisations to achieve outstanding business outcomes.

93.
Advisor Workstation | Financial Advisor Tool | Morningstar
https://www.morningsta
.com/business/brands/data-analytics/products/advisor-workstation/

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

94.
Aspen InfoPlus.21 | Improve Work Practices & Reduce Downtime - AspenTech
https://www.aspentec
.com/en/products/dataworks/aspen-infoplus21/

Aspen InfoPlus.21 improves work practice and reduces downtime with real-time traceability from multiple sources for efficient production operations.

95.
ASC Retirement Plan Software for Plan Sponsors and TPAs
https://www.asc-ne
.com/

ASC provides cost-effective Retirement Plan Systems as well as Continuing Education Credits. We're quoted in industry leading publications.

96.
Cyber Solutions | DevSecOps | Digital Marketing
https://www.centextec
.com/

"Centex Technologies is a Central Texas company who specializes in Cyber Solutions, DevSecOps and Digital Marketing within the private and public sectors.

97.
Talent Solutions
https://www.manpowergrou
.com/en/what-we-do/talent-solutions/

We help organizations transform the way they source, manage and develop their workforces to ensure they have the right talent today, and for the future. We provide global, integrated, data-driven solutions across the talent lifecycle.

98.
Automated Business Process Solutions | Onspring Technologies
https://www.onsprin
.com/#difference/

Streamline your business processes for efficiency and compliance. Automate workflows for faster incident response and problem management.

99.
Hexaware Technologies - IT Consulting and Services
https://hexawar
.com/

We empower clients with world-class technology products, services, and solutions.