Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Swimbird has created an innovative cloud-native SaaS platform known as SWIP, which consolidates and integrates portfolio data from various sources to enhance portfolio management, analysis, and reporting. This platform offers real-time aggregation and visualization capabilities for a wide range of financial instruments, including both assets and liabilities, as well as listed and OTC options, private equity, alternatives, commercial real estate, and private assets. SWIP is built on top-tier technology and can be customized to meet the specific needs of different businesses, allowing it to either integrate smoothly into existing IT systems or function independently. With its comprehensive, interactive dashboard, SWIP equips banks, asset managers, family offices, investment firms, and private equity or venture capital companies with tools for flexible reporting, performance and risk analysis, and asset allocation across diverse categories. Additionally, it ensures robust data management through features like record-keeping and complete audit trails, thereby enhancing transparency and accountability in financial operations.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
Finastra
Country
United Kingdom
Website
www.finastra.com/solutions/investment-management
Vendor Details
Company Name
Swimbird
Founded
2018
Country
Sweden
Website
www.swimbird.com
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