Confluence Rex
Transform Fund Reporting with Cutting-Edge AI

AI is poised to transform the reporting landscape by automating the reconciliation process. This automation not only speeds up the process but also significantly reduces the risk of human error. 

Meet Confluence Rex

Engineered to overcome the inefficiencies of manual reconciliation, Rex is an innovative AI solution designed to automate and optimize the reconciliation process for fund reporting. By significantly reducing manual tasks, increasing accuracy, and creating consistency, Rex becomes an essential tool for asset managers and fund administrators facing complex regulatory requirements.

Teach Manual TSR Reconciliation a New Trick

With the Tailored Shareholder Reporting (TSR) rule, manual reconciliation within a 60-day window can be a formidable challenge. Confluence estimates that a typical manager, dealing with thousands of share classes and hundreds of data points per class, would need hundreds of business days to reconcile the reports manually. Rex leverages AI and Large Language Models to automate the review of information across regulatory documents and disclosures, saving time and ensuring accuracy. With Rex, LLM-enabled reconciliation takes only minutes or even seconds.

Unlock Unprecedented Efficiency and Savings

	Rapid Reconciliation Help to reduce reconciliation time by up to 99%, transforming hours of manual work into mere seconds with Rex’s AI-driven engine.
	Significant Cost Reductions Cut down on staffing and operational expenses by automating tedious tasks.
	Exceptional Accuracy Minimize human error and enhance the reliability of your fund reports.
	Unmatched Consistency Achieve uniformity and reliability across all reports by automating data reconciliation, reducing discrepancies, and improving overall data quality.
	Easy Implementation Leverage Rex’s fast plug-and-play implementation to start benefiting with minimal delay and setup.