Fusion Advisor Reviews

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

In today's banking landscape, a retail bank's ability to attract new clients hinges on its provision of an online banking portal, a trend that we anticipate will extend to the realms of insurance and investment banking as well. To address this need, we collaborated with industry professionals to create a comprehensive financial platform designed to streamline and automate back office functions, prioritizing the needs of the Investor. Our primary objective was to facilitate a secure and uncomplicated investing experience for those looking to grow their wealth. The platform features an aesthetically pleasing design and a sleek, modern user interface that navigates clients through each step of the process seamlessly. It is accessible across various devices, including desktops, mobiles, and tablets, allowing users to transition between them effortlessly using QR codes. Additionally, a chatbot is available to assist users, providing support throughout the onboarding journey. Our system allows for diverse promotional methods, utilizing text, images, or videos to showcase various offers. Furthermore, clients can download comprehensive documents associated with each respective offer, and during the onboarding process, they have the flexibility to select from multiple options tailored to their preferences. This multifaceted approach ensures that we cater to the diverse needs of our clientele while enhancing their overall experience.