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What is Fusion Invest?

Our all-encompassing platform serves leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds on a global scale. Developed on the same principles as Fusion Sophis, Fusion Invest covers the entire investment value chain by offering comprehensive portfolio analysis and efficient automated workflows through a collaborative, real-time investment book of records. What distinguishes Fusion Invest is its state-of-the-art analytics, wide-ranging asset class coverage, and adaptability with open technology. It can be deployed either in the cloud or on-premises, making it an ideal fit for your operational needs and service demands. This platform presents a variety of options for investors and portfolio managers who oversee asset allocation, direct investments, or intricate derivative hedging and overlay strategies. Its robust and scalable infrastructure guarantees reliability throughout the day as users generate and manage the authoritative version of data. With consistent insights and analytics, all stakeholders can work together to enhance the investment process, cultivating a collaborative environment that leads to improved decision-making. Moreover, this integrated solution equips teams with the tools needed to navigate the complexities of the market with confidence and speed, ultimately driving better outcomes for all involved. In addition, the platform's user-friendly interface ensures that even those new to investment management can effectively leverage its capabilities.

What is AtlasFive?

AtlasFive represents a cutting-edge wealth management solution that functions on a cloud infrastructure enhanced by artificial intelligence, effectively integrating entity management, portfolio oversight, general ledger and fund accounting, transaction handling, document preservation, trust and partnership accounting, cash flow predictions, and client reporting into a unified framework. This platform leverages the secure EtonAI technology to refine over 270 workflows, adeptly extracting data from over 250 types of documents while automating numerous processes, including bank reconciliations, trust distributions, tax ledger entries, cash management payments, and investment allocations. In addition, AtlasFive equips users with real-time insights, sophisticated semantic document search functionalities, AI-enhanced performance dashboards, risk notifications, and the capability to execute natural-language inquiries, all within a regulated and transparent AI framework compliant with ISO certification standards. Built on a resilient, serverless architecture, the platform ensures continuous backups, high availability, detailed audit trails, role-based access management, and cybersecurity adherence to SOC standards, which collectively provide a secure and efficient wealth management experience for users. Ultimately, AtlasFive distinguishes itself as a holistic solution catering to the multifaceted requirements of contemporary wealth management professionals, making it a vital tool in today's financial landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Finastra

Company Location

United Kingdom

Company Website

www.finastra.com/solutions/investment-management

Company Facts

Organization Name

Eton Solutions

Date Founded

2015

Company Location

United States

Company Website

eton-solutions.com/solutions/atlasfive/

Categories and Features

Investment Management

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

Categories and Features

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