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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

SharePad serves as a comprehensive platform tailored for individual investors and traders, delivering extensive insights on a variety of financial instruments such as shares, funds, and ETFs, spanning across the UK, US, and Europe. By subscribing, users gain access to real-time updates from UK Alliance News and RNS, along with robust tools for stock screening and managing portfolios. Recognizing the myriad of investment options available, we introduced the Single Page Summary feature, which consolidates all essential details about a stock, fund, investment trust, or ETF into a single, easily navigable page. This feature enables users to swiftly grasp an overview before engaging in more thorough analysis within the broader SharePad environment. Additionally, the single page can be displayed in either a full-screen mode or a split-screen layout, facilitating quick navigation through a watch list or portfolio. Moreover, our customizable mode empowers users to design their own Single Page Summary, showcasing the specific information that matters most to them, enhancing their investment decision-making process further.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$36.99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Finastra

Country

United Kingdom

Website

www.finastra.com/solutions/investment-management

Vendor Details

Company Name

Ionic Information

Country

United Kingdom

Website

www.sharescope.co.uk/sharepad.jsp

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

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