Finastra

Fusion Invest

Composite Score

7.7 /10

CX Score

8.0 /10

13 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

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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.

95 Likeliness to Recommend

100 Plan to Renew

81 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.

+100 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 83

Compliance Management

Multi Currency

Investment Accounting

Asset Management

Trade Management

Banking Risk Management

Portfolio Management

Investor Relations Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Average 83

Vendor Support

Ease of IT Administration

Quality of Features

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Business Value Created

Ease of Implementation

Ease of Customization

Ease of Data Integration

Usability and Intuitiveness

Fusion Invest Reviews

Antonio S.

Role: Operations
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Aug 2026

Robust Investment Management Software

Likeliness to Recommend

9 /10

What differentiates Fusion Invest from other similar products?

Fusion Invest is robust in handling portfolio management and this gives us the right investment plans The app streamlines complex and dynamic investment plans and through real time analytics, a brilliant strategy is developed

What is your favorite aspect of this product?

The program works with diverse asset classes and this brings high scalability in service delivery The tool maintains financial compliance and this saves companies from possible risks

What do you dislike most about this product?

The deployment of Fusion Invest takes a longer time and the licensing is expensive

What recommendations would you give to someone considering this product?

Invest Fusion is a powerful plan that helps us in managing different investments

Pros

Reliable
Efficient Service
Client Friendly Policies
Helps Innovate

Yvonne A.

Role: Finance
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2024

Comprehensive Fund Accounting Solution with Advanc

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

Expert support team: Fusion Invest provides an expert support team to assist users with any technical issues or concerns.

What is your favorite aspect of this product?

Gain deeper insights into investment performance *Make timely and informed decisions *Improve portfolio management and optimization *Enhance client reporting and communication

What do you dislike most about this product?

1. nflexible workflows: Some users might find the software's workflows inflexible or difficult to customize. 2. Limited compatibility with certain systems: Fusion Invest might have compatibility issues with certain systems or technologies.

What recommendations would you give to someone considering this product?

its a must get

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

mohamed b.

Role: Sales Marketing
Industry: Insurance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted May 2024

Fusion Invest - An Excellent Choice to all users

Likeliness to Recommend

10 /10

What differentiates Fusion Invest from other similar products?

The Fusion Invest Investment Management Software allowed us to consolidate all of our various spreadsheets into one system. This allowed us to have one go-to place for investor information. It will also allow our investor to check their investments and access docs whenever they need to. The system has been very easy to use overall than others.

What is your favorite aspect of this product?

Fusion Invest Investment platform offers Simple and rapid navigations that enables our firm to tie property management, workflows, enabling seamless accounting, investor reporting, and fund raising all into one platform in an incredibly efficient manner. Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

What do you dislike most about this product?

I wish the software could be a little more customizable around which questions to ask when someone signs up, and then it could segregate them based on their answers. Other than this, we love the software.

What recommendations would you give to someone considering this product?

The platform is extremely affordable than other products. I am impressed with the constant upgrades and improvements that are being added as Fusion Invest Investment Management continues to improve the program. The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Fusion Invest

What is Fusion Invest?

Company Details

Need Assistance?

Fusion Invest Ratings

95 Likeliness to Recommend

100 Plan to Renew

81 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+100 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

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

Multi Currency Includes multi-currency accounting, multi-currency transactions, and multi-currency reporting.

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.

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

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

Portfolio Management Includes portfolio composition, investment strategizing, portfolio risk management, and market development and trend analysis.

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

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

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.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

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.

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.

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.

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.

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.

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.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

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.

Fusion Invest Reviews

Antonio S.

Robust Investment Management Software

Likeliness to Recommend

Pros

Yvonne A.

Comprehensive Fund Accounting Solution with Advanc

Likeliness to Recommend

Pros

mohamed b.

Fusion Invest - An Excellent Choice to all users

Likeliness to Recommend

Pros

Feature Ratings

Compliance Management

Multi Currency

Investment Accounting

Asset Management

Trade Management

Banking Risk Management

Portfolio Management

Investor Relations Management

Fund Management

Mergers and Acquisitions

Contact Management

Vendor Capability Ratings

Vendor Support

Ease of IT Administration

Quality of Features

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Business Value Created

Ease of Implementation

Ease of Customization

Ease of Data Integration

Usability and Intuitiveness