Finastra

Fusion Invest

Composite Score

7.6 /10

CX Score

7.9 /10

10 Reviews Write a Review

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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.

94 Likeliness to Recommend

100 Plan to Renew

79 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.

+99 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

Trade Management

Portfolio Management

Multi Currency

Investor Relations Management

Banking Risk Management

Compliance Management

Fund Management

Investment Accounting

Asset Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Average 82

Business Value Created

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Ease of Data Integration

Fusion Invest Reviews

mohamed b.

Role: Sales Marketing
Industry: Insurance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2024

Fusion Invest - An Excellent Choice to all users

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

The Fusion Invest Investment Management Software allowed us to consolidate all of our various spreadsheets into one system. This allowed us to have one go-to place for investor information. It will also allow our investor to check their investments and access docs whenever they need to. The system has been very easy to use overall than others.

What is your favorite aspect of this product?

Fusion Invest Investment platform offers Simple and rapid navigations that enables our firm to tie property management, workflows, enabling seamless accounting, investor reporting, and fund raising all into one platform in an incredibly efficient manner. Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

What do you dislike most about this product?

I wish the software could be a little more customizable around which questions to ask when someone signs up, and then it could segregate them based on their answers. Other than this, we love the software.

What recommendations would you give to someone considering this product?

The platform is extremely affordable than other products. I am impressed with the constant upgrades and improvements that are being added as Fusion Invest Investment Management continues to improve the program. The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Shivam P.

Role: Information Technology
Industry: Engineering
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Mar 2024

Top Notch!

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

Streamlines Operations: Service Fusion empowers businesses with a user-friendly platform for managing every aspect of field service, from customers to invoices. Mobile Command Center: The desktop and mobile apps keep your team connected and organized, ensuring technicians have everything they need on-site and office staff have real-time updates. All-in-one Advantage: Customer management, invoicing, inventory, time tracking, and reporting – Service Fusion offers a powerful suite of features to simplify your workflow and boost efficiency.

What is your favorite aspect of this product?

Finastra is a champion for financial inclusion, leveraging open collaboration and open finance principles to create a more accessible financial world. Their innovative solutions cater to the global financial services market, ensuring cutting-edge technology reaches every corner.The heart of Finastra's strength lies in the Fusion software architecture and cloud ecosystem. This powerful combination provides unparalleled access to the latest technology for institutions of all sizes. But Finastra goes beyond products; they foster a culture of diversity and inclusion, ensuring their workforce reflects the global markets they serve.

What do you dislike most about this product?

None for me to dislike but can have some small changes.

What recommendations would you give to someone considering this product?

Finastra is product based payment giant organization owned by Misys International, they have their own products, Global pay plus (classic/service platform) overall the company is good. Yearly appraisal- low like 5-12% max Most of the people here u will find which are settled here from 4-5-10-15 years or more, They are good in their comfort zone, as product is good.

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Milka R.

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

Validated Review

Verified Reviewer

Submitted Dec 2022

Great features

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

Extremely cheap

What is your favorite aspect of this product?

Fund management

What do you dislike most about this product?

Nothing at all

What recommendations would you give to someone considering this product?

I recommend this product to professionals in the financial industry for better wealth management

Pros

Helps Innovate
Continually Improving Product
Performance Enhancing
Trustworthy

Fusion Invest

What is Fusion Invest?

Company Details

Need Assistance?

Fusion Invest Ratings

94 Likeliness to Recommend

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+99 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

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

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

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

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

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

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

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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

Fusion Invest Reviews

mohamed b.

Fusion Invest - An Excellent Choice to all users

Likeliness to Recommend

Pros

Shivam P.

Top Notch!

Likeliness to Recommend

Pros

Milka R.

Great features

Likeliness to Recommend

Pros

Feature Ratings

Trade Management

Portfolio Management

Multi Currency

Investor Relations Management

Banking Risk Management

Compliance Management

Fund Management

Investment Accounting

Asset Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Business Value Created

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Ease of IT Administration

Breadth of Features

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Ease of Data Integration