Family offices need the right blend of people, skills and technology to evaluate opportunities, implement and manage investments while dealing with complex structures and family-specific requirements. They must achieve this with limited resource and avoiding costly intermediaries.
Fusion Invest features advanced analytics, comprehensive asset class coverage and open technology. It can be deployed on cloud or on premise, adapting to your strategic operating model and service needs.
Transparency and agility for single and multi-family offices
Manage the entire investment lifecycle and all asset classes for consolidated cross-asset visibility while having the option to drill down
Control and efficiency
Small teams are empowered to manage complex investments cost-effectively
In-house or cloud plus managed service - choose the model that matches your needs
Tailored and dynamic reporting with high levels of automation meets the specific needs of investors for both single and multi-family offices