Confluence
Confluence is a software company that provides investment management technology for asset managers, fund administrators, and service providers, offering solutions for performance and risk analytics, regulatory reporting, financial and investor reporting, and data management. Its platforms help automate complex back- and middle-office workflows, ensure regulatory compliance, and standardize data across mutual funds, ETFs, hedge funds, and other investment vehicles. The company generates revenue through software licenses, subscriptions, and related services to institutional investment firms globally.
- Data Integration & ETL
- Business Intelligence & Dashboards
- Regulatory & Compliance Automation
- Revenue
- $220.0M
- Employees
- 900
- Founded
- 1991
- Headquarters
- Pittsburgh, United States of America
What 183 Arbolus experts think of Confluence
NPS data is weighted toward the high end, with 65% of responses at 8 or above and a median score of 9. Positive renewal intent is prevalent among technical and influencer roles in regulated and enterprise environments. Stickiness is very high with the majority of customers reporting usage beyond one year. Expert feedback consistently notes strengths in documentation management, Jira integration, and operational transparency, but flags cost and collaboration limitations for small teams. Overall Customer Sentiment: Positive
Who reviewed Confluence
- C-Suite 60% (110)
- Director 19% (35)
- Manager 21% (38)
Employer names and spend open in the full report, along with the other 180 customers.
Everything 183 customers told us about Confluence.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
40 Net Promoter Score, from 182 scored reviews- Promoters 90
- Passives 76
- Detractors 16
Cumulative NPS by month
+0 over 6 months- May 8
- Jun 8
- Jul 8
- Aug 8
- Sep 8
- Oct 8
Net Promoter Score across 15 reviews, accumulated up to each month. Category median 30 across 15 companies.
Praised
- Deep Jira and Atlassian Integration
- Reliable Centralized Knowledge Base
- Flexible Permission and Compliance Controls
- AI-Driven Documentation and Search
Criticised
- Pricing Constraints for Growing Teams
- Learning Curve and Usability Challenges
- Limited Real-Time Collaboration and Search
- Price Sensitivity and Vendor Lock-In
What customers say
Renewal intent
Plan to renew 70%Plan to renew, by seniority
- 79% 52 answers
- 50% 12 answers
- 67% 12 answers
- 25% 4 answers
- 8.6/10 Average score from customers who will renew
- 7.6/10 Average score from undecided customers
- 7/10 Average score from customers not renewing
Top alternatives
Most weighed by Confluence customers
Report
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