Finastra

Fusion Invest

Composite Score

7.6 /10

CX Score

7.9 /10

11 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

Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

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

{y}

{name}

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 81

Portfolio Management

Multi Currency

Trade Management

Investor Relations Management

Compliance Management

Investment Accounting

Asset Management

Banking Risk Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Average 81

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

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

ROHITH B.

Role: Operations
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2022

Easy to use and better one

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

Fantastic product and Easy to use

What is your favorite aspect of this product?

Easy to use and Fantastic product

What do you dislike most about this product?

nothing all good

What recommendations would you give to someone considering this product?

nothing all good

Pros

Reliable
Trustworthy
Caring
Respectful

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

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

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.

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

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

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

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.

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

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

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

Milka R.

Great features

Likeliness to Recommend

Pros

ROHITH B.

Easy to use and better one

Likeliness to Recommend

Pros

Niraj T.

Best platform for financial services

Likeliness to Recommend

Pros

Feature Ratings

Portfolio Management

Multi Currency

Trade Management

Investor Relations Management

Compliance Management

Investment Accounting

Asset Management

Banking Risk Management

Fund 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