Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our comprehensive platform caters to prominent asset managers, insurance firms, pension funds, hedge funds, family offices, and sovereign wealth funds globally. Built on the same foundation as Fusion Sophis, Fusion Invest encompasses the full investment value chain, providing insightful portfolio analysis and streamlined automated workflows through a collaborative, real-time investment book of records. What sets Fusion Invest apart is its cutting-edge analytics, extensive asset class coverage, and flexibility with open technology. It can be utilized either on the cloud or on-premise, aligning perfectly with your operational strategies and service requirements. This platform offers a range of options for investors and portfolio managers overseeing asset allocation, direct investments, or complex derivative hedging and overlay strategies. Its robust and scalable infrastructure ensures reliability throughout the day as users create and maintain the definitive version of data. With consistent information and analytics, all participants can collectively enhance the investment process, fostering a cooperative environment for better decision-making. Furthermore, this integrated solution empowers teams to navigate market complexities with confidence and agility.

Description

Tailored to meet the specific demands of your enterprise, our solution operates independently from banks and asset managers while being ready for immediate deployment. It ensures adherence to regulatory requirements while maintaining the highest standards of IT security. By digitalizing your business model, you can explore new avenues for revenue generation. Enhance customer loyalty through cutting-edge digital offerings that resonate with your audience. Our technology seamlessly aligns with your corporate identity, allowing you to present a cohesive brand experience. We empower you to showcase your unique wealth management strategies while maintaining direct communication with your clients. With our flexible platform, you have the freedom to choose which investment products to present. WeAdvise remains autonomous from banks or product providers, but upon request, we can incorporate your chosen partner bank into the system. Our scalable plug-and-play platform ensures that you won't face delays in bringing your products to market. Additionally, we significantly reduce both development and operational costs compared to building solutions in-house, allowing you to allocate resources more effectively. Ultimately, our services facilitate a smooth transition to a more innovative business model.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Finastra

Country

United Kingdom

Website

www.finastra.com/solutions/investment-management

Vendor Details

Company Name

WeAdvise

Country

Germany

Website

weadvise.de

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

FundCount Reviews

FundCount

FundCount Americas

Alternatives

Assetmax Reviews

Assetmax

Fimax AMS
Contemi Wealth Intelligence Reviews

Contemi Wealth Intelligence

Contemi Solutions
FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group