Fusion Invest Logo
Fusion Invest Logo
Finastra

Fusion Invest

Composite Score
7.6 /10
CX Score
7.9 /10
Category
Fusion Invest
7.6 /10

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 81

Portfolio Management

88

Multi Currency

85

Trade Management

85

Investor Relations Management

83

Compliance Management

82

Investment Accounting

80

Asset Management

79

Banking Risk Management

79

Fund Management

77

Mergers and Acquisitions

76

Contact Management

75

Vendor Capability Ratings

Average 81

Business Value Created

86

Quality of Features

86

Vendor Support

86

Product Strategy and Rate of Improvement

84

Ease of IT Administration

82

Breadth of Features

79

Usability and Intuitiveness

79

Ease of Implementation

79

Ease of Customization

77

Availability and Quality of Training

77

Ease of Data Integration

75

Fusion Invest Reviews

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

Emir H.

  • Role: Finance
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Jun 2022

Handier system to manage investments

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

The Fusion Invest platform continuously decreases the time required to handle our expanding investor base, helps maintain data accuracy through integration, boosts our techniques for interacting with investors, keeps us in closer contact with them, and most importantly streamlines our workflows. The support team is incredibly polite and helpful as well!

What is your favorite aspect of this product?

Fusion Invest platform offers Simple and rapid navigations. It is also really simple to make templates. With a press of a few buttons, our customers obtain their quotes. I really appreciate its estimation icon. The emails I get informing me when and how many times an estimate has been seen are just a mind-blowing way to get informed. Fusion Invest Investment Management interacts smoothly with our existing workflows, enabling seamless accounting.

What do you dislike most about this product?

The ability to alter and customize specific elements of the investor portal and the investor statements is the main area that makes work more challenging. I want to see it updated. The ability to edit the material, names, categories, and headings, on the investor site and investor statements is problematic.

What recommendations would you give to someone considering this product?

The major advantages of using Fusion Invest Investment Management are that using this now users can provide a more professional image to their investor group and that doing so did not need a lot of money or effort. Fusion Invest does consider support requests seriously and has changed certain things in response to suggestions so if you want any new feature you can post a request.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Unique Features

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