Fusion Invest

Fusion Invest

Finastra
Prospero Suite

Prospero Suite

FINARTIS
+
+

Related Products

  • Sharesight
    546 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • FusionAuth
    178 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • CoinStats
    101,096 Ratings
    Visit Website
  • Sage Intacct
    8,335 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website

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.

About

Prospero by FINARTIS (formerly S.A.G.E.) is an integrated suite of solutions specifically designed for the financial services industry, specifically family offices and/or independent asset management and includes wealth management, fund administration, and asset management. The fully comprehensive solution covers all transactional, processing, financial, and reporting needs of the financial sector, from the front-office to the middle and back-office areas. Prospero 365’s solution for family investment offices and Independent Asset Managers has been designed with the aim of managing the portfolios of high net worth individuals and dealing with all the issues surrounding this. A mixed emphasis has been placed on both managing the portfolio and the client relationship. Many of the back office functions have been automated for user simplicity – no more need for IT or specific financial expertises in your company hierarchy.

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

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

Audience

Built for family offices, private bankers, portfolio managers, financial advisors, wealth managers, and other financial professionals, including risk and operations managers

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

No information available.
Free Version
Free Trial

Pricing

$1760/month/user
Free Version
Free Trial

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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

FINARTIS
Founded: 1986
Switzerland
www.finartis.com/iam-family-office/

Alternatives

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
FundCount

FundCount

FundCount Americas
MoneyWare

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Assetmax

Assetmax

Fimax AMS
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
FundCount

FundCount

FundCount Americas

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

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Integrations

No info available.

Integrations

No info available.
Claim Fusion Invest and update features and information
Claim Fusion Invest and update features and information
Claim Prospero Suite and update features and information
Claim Prospero Suite and update features and information