List of Finastra Misys Fusion Invest (ex Sophis Value) Customers
Finastra
4 Kingdom Street Paddington,
London, W2 6BD,
United Kingdom
London, W2 6BD,
United Kingdom
44 20 3320-5023
Professional Services
7096
$2.1B
Since 2010, our global team of researchers has been studying Finastra Misys Fusion Invest (ex Sophis Value) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Finastra Misys Fusion Invest (ex Sophis Value) for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Finastra Misys Fusion Invest (ex Sophis Value) for Portfolio and Investment Management include: Natixis Corporate & Investment Banking, a France based Banking and Financial Services organisation with 6000 employees and revenues of $4.39 billion, Tikehau Capital, a France based Banking and Financial Services organisation with 747 employees and revenues of $654.0 million, Moore Capital Management, a United States based Banking and Financial Services organisation with 450 employees and revenues of $180.0 million, UBS Asset Management France, a France based Banking and Financial Services organisation with 400 employees and revenues of $170.0 million, Ilmarinen Mutual Pension Insurance Company, a Finland based Banking and Financial Services organisation with 650 employees and revenues of $130.0 million and many others.
Contact us if you need a completed and verified list of companies using Finastra Misys Fusion Invest (ex Sophis Value), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the TRM software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Anthos Asset Management | Banking and Financial Services | 50 | $5M | Netherlands | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2009 | n/a |
In 2009, Anthos Asset Management implemented Finastra Misys Fusion Invest (ex Sophis Value) as its Portfolio and Investment Management platform. The deployment focused on supporting Alternatives strategies under management, including Hedgefunds and GTAA mandates, and was configured to coordinate subscriptions and redemptions together with associated cashflow orchestration for those funds.
Finastra Misys Fusion Invest was configured to provide portfolio accounting, cash management, trade settlement processing, pricing and valuation uploads, and reconciliation workflows. Operational activities explicitly included uploading FX currency, bond and equities prices into Sophis Value, settlement processing for bonds and equities, and reconciliation of results reported by external managers, custodians and the internal asset management system.
The implementation incorporated data import feeds from MSCI and JPMorgan Benchmark providers to support performance measurement and to inform external manager reporting and currency exposure analysis for equities. Operational coverage spanned operations and compliance functions, with system touchpoints to external managers and custodians through reconciliations and settlement instructions, and ingestion of benchmark data for measurement and reporting.
Governance and process workstreams centered on KYC and legal documentation handling, where Anthos used the solution to gather, analyse, verify and archive KYC documents for hedge funds and GTAA structures, and to manage independent communication with internal and external stakeholders on KYC matters. The overall configuration emphasized controlled workflows for subscriptions, redemptions, settlements and reconciliations within the Finastra Misys Fusion Invest environment.
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Assenagon S.A | Banking and Financial Services | 80 | $31M | Luxembourg | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2018 | DevNet |
In 2018, Assenagon S.A implemented Finastra Misys Fusion Invest (ex Sophis Value) for Portfolio and Investment Management. The implementation targeted Assenagon's investment management and middle office operations in Luxembourg, aligning the core portfolio and trade processing stack with a single vendor application.
Finastra Misys Fusion Invest was configured to support multi asset portfolio management, order management, position keeping, pricing and valuation, performance measurement and compliance reporting. Configuration emphasized automated trade lifecycle workflows, reconciliations and valuation routines consistent with Portfolio and Investment Management functional patterns.
DevNet acted as the system integrator for the rollout, delivering implementation services, configuration and testing. The deployment integrated Fusion Invest with front office execution workflows, market data feeds, custodial and accounting interfaces and internal operations, enabling end to end portfolio processing across investment, operations and risk functions.
Governance was established between Assenagon and DevNet to manage change control, operational run books and release cadence, with phased rollout across investment teams. Assenagon reported Fusion Invest stood the firm in excellent stead during the downturn and enabled growth during very difficult trading conditions.
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Blue Sky Group | Banking and Financial Services | 174 | $49M | Netherlands | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2014 | n/a |
In 2014, Blue Sky Group implemented Finastra Misys Fusion Invest (ex Sophis Value) as part of its investment systems refresh. Finastra Misys Fusion Invest (ex Sophis Value) was provisioned as the firm’s Portfolio and Investment Management application to support front to middle office investment workflows.
The implementation focused on standard Portfolio and Investment Management capabilities, including portfolio accounting, trade and order processing, risk analytics, and regulatory and performance reporting consistent with the category. The application was integrated into the firm’s enterprise information management environment and configured to align with established investment operation workflows and reporting models.
Operational ownership sat with a 12 person Amstelveen ICT team active from 2013 to 2016, managing approximately 90 applications and a departmental budget of about 3 million euros with 1 million euros of outsourced spend. The rollout impacted IT service delivery, infrastructure and investment operations, and was coordinated alongside other application initiatives such as a deelnemersportaal.
Governance and delivery emphasized service management, structured business alignment, and project and release based working. ICT project leadership executed the Sophis Value selection and implementation while reporting directly to the executive management team, embedding the application into the firm wide information management and operational support processes.
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Guotai Junan International Holdings | Banking and Financial Services | 200 | $40M | Hong Kong | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2020 | n/a |
In 2020, Guotai Junan International Holdings deployed Finastra Misys Fusion Invest (ex Sophis Value) as a central platform within its Portfolio and Investment Management program to establish equities derivatives trading and cross asset risk capability. The implementation went live as Finastra Fusion Sophis, delivering an end to end equities derivatives trading and cross asset risk solution and enabling GTJAI to launch trading operations in Hong Kong. The deployment targeted the firm’s trading and risk functions to support the creation of full service OTC and exchange traded derivatives and securities services.
Configuration work focused on trade capture and lifecycle processing, position and inventory management, pricing and valuation engines, risk analytics and cross asset risk aggregation, and front to back P&L workflows consistent with Portfolio and Investment Management systems. Finastra Misys Fusion Invest (ex Sophis Value) was configured to support equities derivatives instruments and cross asset risk models, aligning module configuration for trade booking, valuation, and risk reporting to operational trading requirements.
Operational coverage included trading desks, risk teams and middle office operations in Hong Kong, with platform scope explicitly covering OTC and exchange traded derivatives and broader securities services. The implementation provided a unified platform for trading operations and cross asset risk oversight across these business functions, consolidating instrument coverage and a common data model for front office and risk workflows.
Go live required establishing governance between trading, risk and operations for trade capture, valuation approvals and risk exception handling under the Finastra Misys Fusion Invest platform. Process alignment emphasized centralized risk governance, standardized trade enrichment and valuation sign off to ensure consistent cross asset risk reporting and operational controls. Rollout emphasis was on operationalizing trade lifecycle governance to enable immediate market activity.
As an explicit outcome GTJAI became a full service financial institution offering OTC and exchange traded derivatives and securities services, and the deployment enabled the firm to commence trading operations in Hong Kong. Finastra Misys Fusion Invest (ex Sophis Value) now functions as the firm’s operational backbone for equities derivatives trading and cross asset risk within its Portfolio and Investment Management environment.
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Ilmarinen Mutual Pension Insurance Company | Banking and Financial Services | 650 | $130M | Finland | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2003 | n/a |
In 2003 Ilmarinen Mutual Pension Insurance Company implemented Finastra Misys Fusion Invest (ex Sophis Value) as its core Portfolio and Investment Management platform, deploying the solution to support front office, middle office and back office workflows and to provide firmwide visibility for senior management and risk teams. The implementation emphasized a modular architecture that allowed Ilmarinen to extend asset class coverage iteratively while preserving day to day trading operations.
Finastra Misys Fusion Invest (ex Sophis Value) was configured to deliver comprehensive valuation and pricing, including the ability to price complex and exotic instruments through bespoke pricing models created by the firm. The deployment included portfolio modeling and overlay management capabilities, and an adaptive reporting module that enabled detailed drill down into exposure, relative weights and contribution returns by portfolio, sector or country over multiple time periods.
Operational integration focused on straight through processing across order management, front office trading and middle and back office settlement chains, with data feeds routed directly into Fusion Invest to eliminate manual rekeying and reduce trading errors. The solution also supported regulatory reporting workflows, enabling reporting of short positions under EMIR and demonstrating compliance with rules on uncovered credit default swap positions, and positioned the firm to mitigate compliance cost impacts from central clearing and reporting requirements under EMIR and the Dodd Frank Act.
Governance and process changes centered on shifting reporting and risk interrogation from spreadsheet driven routines to system native reporting, enabling firm wide risk managers and senior management to interrogate positions in real time. Since the implementation Ilmarinen reported improved operational efficiency, cost savings through reduced headcount and fewer manual errors, and the ability to add new functionality and asset classes without disrupting core trading operations.
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Distribution | 150 | $20M | United States | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2018 | n/a |
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Banking and Financial Services | 350 | $80M | France | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2011 | n/a |
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Banking and Financial Services | 450 | $180M | United States | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 6000 | $4.4B | France | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 300 | $100M | France | Finastra | Finastra Misys Fusion Invest (ex Sophis Value) | Portfolio and Investment Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating Finastra Misys Fusion Invest (ex Sophis Value)
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Finastra Misys Fusion Invest (ex Sophis Value). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Finastra Misys Fusion Invest (ex Sophis Value) for Portfolio and Investment Management include:
- University of Washington, a United States based Education organization with 35331 Employees
- Level Bangladesh, a Bangladesh based Retail company with 15 Employees
- Ace Data Centers, a United States based Professional Services organization with 15 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Finastra Misys Fusion Invest (ex Sophis Value) Coverage
Finastra Misys Fusion Invest (ex Sophis Value) is a Portfolio and Investment Management solution from Finastra.
Companies worldwide use Finastra Misys Fusion Invest (ex Sophis Value), from small firms to large enterprises across 21+ industries.
Organizations such as Natixis Corporate & Investment Banking, Tikehau Capital, Moore Capital Management, UBS Asset Management France and Ilmarinen Mutual Pension Insurance Company are recorded users of
Finastra Misys Fusion Invest (ex Sophis Value) for Portfolio and Investment Management.
Companies using Finastra Misys Fusion Invest (ex Sophis Value) are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Finastra Misys Fusion Invest (ex Sophis Value) are most concentrated in France, United States and Finland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Finastra Misys Fusion Invest (ex Sophis Value) across Americas, EMEA, and APAC.
Companies using Finastra Misys Fusion Invest (ex Sophis Value) range from small businesses with 0-100 employees - 16.67%, to mid-sized firms with 101-1,000 employees - 75%, large organizations with 1,001-10,000 employees - 8.33%, and global enterprises with 10,000+ employees - 0%.
Customers of Finastra Misys Fusion Invest (ex Sophis Value) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Finastra Misys Fusion Invest (ex Sophis Value) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.