at Financial Technnology Year
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Revolution
from Confluence
A cloud-based portfolio analysis platform providing performance measurement, attribution, risk analytics, and reporting. Offers fixed income, equity, and derivative analytics with flexible dashboards and customizable reports.
Category:
Performance Attribution Systems
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
Analysis on right >
Category:
Portfolio Management Systems
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
Performance Attribution Systems analysis
Client Support & Training
(5 Yes /5 Known /6 Possible features)
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1. Response Time SLA
Guaranteed maximum initial response time for support requests.
No information available
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2. User Community
Access to forums or user groups to share best practices.
User community/forums referenced in support materials.
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3. Knowledgebase Access
Comprehensive online documentation, FAQ, and tutorials.
Comprehensive knowledgebase and support materials provided.
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4. Onboarding & Training Programs
Structured onboarding, documentation, and in-person or online training.
Onboarding, documentation, and training programs part of client onboarding process.
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5. 24/7 Technical Support
Round-the-clock support availability for critical issues.
Round-the-clock support (24/7) offered to enterprise clients.
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6. Dedicated Account Management
Each client has a dedicated manager or team for support and relationship management.
Dedicated account management teams offered by Confluence for Revolution.
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Integration & Extensibility
(6 Yes /6 Known /6 Possible features)
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Compliance & Regulatory Support
(5 Yes /5 Known /5 Possible features)
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Automation & Workflow Management
(6 Yes /6 Known /6 Possible features)
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Scalability & Performance
(3 Yes /3 Known /7 Possible features)
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User Access and Security
(7 Yes /7 Known /8 Possible features)
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Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
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Accuracy and Calculation Quality
(6 Yes /6 Known /9 Possible features)
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Attribution Methodologies
(11 Yes /11 Known /12 Possible features)
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Data Integration
(9 Yes /9 Known /10 Possible features)
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Publicly available data, summarised using AI.
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