Fusion Invest

Fusion Invest

Finastra
+
+

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About

Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

About

Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Audience

Asset managers and insurance companies in need of a solution to manage their entire investment value chain

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$195.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blueleaf
www.blueleaf.com

Company Information

Finastra
United Kingdom
www.finastra.com/solutions/investment-management

Alternatives

Alternatives

FundCount

FundCount

FundCount Americas
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Categories

Investment Management Features

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

Integrations

Everysk
MoneyGuide
Nitrogen
RightCapital
Riskalyze

Integrations

Everysk
MoneyGuide
Nitrogen
RightCapital
Riskalyze
Claim Blueleaf and update features and information
Claim Blueleaf and update features and information
Claim Fusion Invest and update features and information
Claim Fusion Invest and update features and information