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Finastra

Fusion Invest

Composite Score

7.7 /10

CX Score

8.0 /10

13 Reviews Write a Review

Claim Software

What is Fusion Invest?

Fusion Invest answers the pressing concern of portfolio and investment managers today: performing better in a market that’s becoming ever more complex and highly regulated. This leading solution for investment management ensures better transparency and collaboration throughout the investment process delivering a consistent analytics framework on top of a real-time Investment Book of Record IBOR. Business functions including the front office, risk department, and back office are optimally aligned.

Company Details

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Fusion Invest Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

95 Likeliness to Recommend

100 Plan to Renew

81 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+100 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Fusion Invest?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 83

Compliance Management

Multi Currency

Investment Accounting

Asset Management

Trade Management

Banking Risk Management

Portfolio Management

Investor Relations Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Average 83

Vendor Support

Ease of IT Administration

Quality of Features

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Business Value Created

Ease of Implementation

Ease of Customization

Ease of Data Integration

Usability and Intuitiveness

Fusion Invest Reviews

Niraj T.

Role: Student Academic
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2022

Best platform for financial services

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

Fusion Invest leverages advanced technology to adapt to changing conditions: Integrated portfolio and risk management for faster, better trading decisions which takes care of the portfolio of the investors.

What is your favorite aspect of this product?

Syndication lending. It creates pool of assets and do securitization as a DA or PTC which simplifies the job of an investor or originator.

What do you dislike most about this product?

Most feature enhancements require additional implementation costs.

What recommendations would you give to someone considering this product?

It meets the requirement of an investor looking to grow an investment so just use it and see your portfolio grow larger and larger.

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Enables Productivity

Ronald H.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2022

Affirmed Investment Plan Solution

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

Fusion Invest provides concrete details of possible investment plans, which allows firms to determine the position to consider when making a financial move

What is your favorite aspect of this product?

Fusion Invest is an expansive application, that brings solid reasons of to why to consider a given investment plan and the factors to consider.

What do you dislike most about this product?

Fusion Invest is a decisive solution that facilitates all the financial investments plans, and it brings a concrete plan of what to take and drop.

What recommendations would you give to someone considering this product?

Fusion Invest gives proper guidance on the investments to consider, the plans to deploy and the possible options.

Pros

Continually Improving Product
Performance Enhancing
Saves Time
Client Friendly Policies

David K.

Role: Sales Marketing
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2022

Perfect investment management software

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

I had a mind-blowing experience with the Fusion Invest platform, which completely transformed my hard work into simpler chores. The flexibility we want and the capabilities our investors demand are both present in the Fusion Invest platform. It has been a good pleasure to work with Fusion Invest Investment Management Software every day.

What is your favorite aspect of this product?

With the aid of the Fusion Invest platform, we were able to work expertly and wisely to simplify the complexity of investment projects into effective solutions that have enhanced our client's happiness and confidence. It has almost all usable elements, all of those are so easy, speedy to use, and work for us in a more accurate to safe way. It also makes it simple to print checks and create distributions.

What do you dislike most about this product?

Although the product team is continually in touch with us for input and guidance on new improvements, several features and functionality that I have seen in other platforms are still lacking. Although we had to develop workarounds for a few minor issues until newer capability was fully developed, nothing has prevented us from using the platform to its full potential.

What recommendations would you give to someone considering this product?

Fusion Invest is a Perfect system when it comes to performance metrics calculation, investor and whole investment management, waterfall calculation, asset management, and fund-raising capabilities. It is the most robust approach that yields the best outcome across the entire Investment project life-cycle. Fusion Invest helps companies not only streamline their work but also save a lot of money.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Fusion Invest

What is Fusion Invest?

Company Details

Need Assistance?

Fusion Invest Ratings

95 Likeliness to Recommend

100 Plan to Renew

81 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+100 Net Emotional Footprint

How much do users love Fusion Invest?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Compliance Management Includes compliance controls, compliance rules engine, and compliance monitoring.

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

Investment Accounting Includes investment monitoring, financial account analysis and management, and record keeping.

Asset Management Solution centralizes an inventory of all corporate assets and integrates with a risk assessment of assets.

Trade Management Includes forex trading, real-time trading, trade processing, and automated trading.

Banking Risk Management Includes stress tests, anti-money laundering, risk monitoring, and alerts.

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

Investor Relations Management Includes investment strategizing, communication, and collaboration.

Fund Management Includes fund analysis, hedge fund management, and fund accounting.

Mergers and Acquisitions Includes security issuances, bidding coordination, and negotiations.

Contact Management Includes legal CRM, case and client history, and client portals.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Fusion Invest Reviews

Niraj T.

Best platform for financial services

Likeliness to Recommend

Pros

Ronald H.

Affirmed Investment Plan Solution

Likeliness to Recommend

Pros

David K.

Perfect investment management software

Likeliness to Recommend

Pros

Feature Ratings

Compliance Management

Multi Currency

Investment Accounting

Asset Management

Trade Management

Banking Risk Management

Portfolio Management

Investor Relations Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Vendor Support

Ease of IT Administration

Quality of Features

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Business Value Created

Ease of Implementation

Ease of Customization

Ease of Data Integration

Usability and Intuitiveness