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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 Canopy?

Canopy is a powerful platform for financial data aggregation and analytics that unifies portfolio information from numerous sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, covering a wide range of asset classes like equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, regardless of currency or geographical boundaries. The platform effectively cleans, standardizes, and consolidates this data into dedicated PostgreSQL databases for each client, enabling users to access data directly through an Excel add-in or to integrate with other systems via read/write database capabilities. Transactions are processed seamlessly, offering valuable insights into asset allocation, performance metrics, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and numerous other financial indicators. Users can create an unlimited number of “strategies,” which allow for custom transaction groupings based on various criteria such as asset class, sector, account, or security, and can perform highly configurable calculations using either the web interface or the Excel add-in. This level of customization empowers users to adapt their analytical methods to align with specific investment objectives and strategies, enhancing their overall decision-making process. Furthermore, the platform’s versatility makes it suitable for both individual investors and institutional portfolios alike, ensuring a comprehensive approach to financial analysis.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel
PostgreSQL

Integrations Supported

Google Sheets
Microsoft Excel
PostgreSQL

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

Canopy

Date Founded

2013

Company Location

Singapore

Company Website

www.canopy.cloud/

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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