Reqister/Log in

Fusion Framework System from Fusion Risk Management

A comprehensive platform for operational resilience, risk management, and business continuity that helps financial institutions manage incidents, assess risk, and ensure regulatory compliance in back-office operations.

Is this your product?

More about Fusion Risk Management

Product analysis by function

Back-Office Processing Systems for Operations

Comprehensive platforms managing post-trade workflows, including confirmation, clearing, settlement, and reconciliation across different asset classes.
More Back-Office Processing Systems More Operations ...

Trade Capture and Validation
(1 Yes /1 Known /10 Possible features)

Settlements and Clearing
(0 Yes /0 Known /10 Possible features)

Reconciliation
(4 Yes /4 Known /10 Possible features)

Corporate Actions Processing
(6 Yes /6 Known /10 Possible features)

Reference Data Management
(8 Yes /8 Known /10 Possible features)

Regulatory and Compliance Management
(7 Yes /7 Known /10 Possible features)

Reporting and Analytics
(7 Yes /7 Known /10 Possible features)

Client and Account Management
(9 Yes /9 Known /10 Possible features)

Cash and Collateral Management
(0 Yes /0 Known /10 Possible features)

Integration and Interoperability
(5 Yes /5 Known /10 Possible features)

Security and Access Control
(8 Yes /8 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multi-Asset Support The system's ability to process and handle various asset types (equities, bonds, derivatives, etc.).		No information available
Real-Time Trade Capture The capability to capture trades in real-time at the point of execution.		No information available
Automated Trade Validation Automatic validation of trade bookings according to predefined business rules.		No information available
Trade Enrichment Enrichment of trades with reference data (e.g., counterparty details).		No information available
Batch and Manual Entry Support for both batch-uploaded trades and manual trade entry.		No information available
Trade Amendment Tracking Ability to track and audit changes to trade records post-capture.		No information available
Error Handling Mechanisms Processes for flagging and managing exception trades or errors.		Fusion Framework emphasizes detailed incident management, tracking, and remediation, which implies robust error handling mechanisms.
Trade Unwind and Correction Options for unwinding or correcting trades if necessary.		No information available
Throughput Capacity Number of trades processed per second.		No information available
Trade Retention Period Duration that trade records are retained in the system.		No information available

Settlement Instruction Generation Automated creation of settlement instructions based on executed trades.		No information available
SWIFT Messaging Integration Direct integration with SWIFT for settlement confirmations and messaging.		No information available
Custody Integration Ability to connect to custodian banks for settlement and safekeeping.		No information available
Clearing House Connectivity Support for electronic connectivity with central clearing counterparties (CCPs).		No information available
Real-Time Settlement Status Updates Real-time tracking of settlement statuses for all trades.		No information available
Automated Matching and Reconciliation System automatically matches internal and external settlement details.		No information available
Fail Management Tools Identification, tracking, and reporting of failed settlements.		No information available
Settlement Netting Netting of settlement obligations to reduce operational risk and costs.		No information available
Multiple Settlement Currency Support Supports settlements in multiple currencies.		No information available
Average Settlement Time Average time for settling trades after execution.		No information available

Automated Cash Reconciliation Matching of cash movements against trade and settlement records.		No information available
Position Reconciliation Systematic comparison of internal positions with external records (custodian/broker statements).		No information available
Transaction Reconciliation Automated reconciliation of transaction events with ledger entries.		No information available
Exception Management Workflow Workflow for investigating and resolving reconciliation breaks.		Fusion Framework includes exception and incident management workflows as part of operational resilience and risk management.
Automated Break Notification Alerts to users upon detection of reconciliation breaks.		The platform sends automated notifications for incidents and exceptions, as per product literature.
Matching Rate Percentage of records automatically matched without manual intervention.		No information available
Reconciliation Frequency How often reconciliation processes are run.		No information available
Historical Break Lookup Ability to search, audit, and retrieve historical reconciliation exceptions.		Audit trail and reporting allow lookup and investigation of historical breaks and incidents.
Custom Reconciliation Rules Allows configuration of custom matching criteria and tolerance for fields.		Configurable rule engine allows firms to define custom workflows and rules for reconciliation and incident matching.
Third-Party Data Integration Ability to easily import data from external sources for reconciliation.		No information available

Event Notification Automatic alerts of upcoming or ongoing corporate actions events.		Notification workflows and alerting features provide event notifications to users and stakeholders.
Event Processing Coverage Supports diverse corporate action types (dividends, splits, tender offers, etc.).		No information available
Swift MT564 Integration Support for automated processing via SWIFT MT564 messages.		No information available
Customer Notification Automatic notification of clients about their rights and entitlements.		Automated email/SMS notifications to clients and staff for business continuity and compliance related events.
Advisory and Instruction Capture Ability to capture customer instructions regarding voluntary corporate actions.		System supports capturing and documenting of voluntary customer instructions for incident/corporate action response.
Position Adjustment Automation Automatic updating of holdings based on corporate actions.		No information available
Taxation Calculation Automated computation of tax implications of corporate actions.		Fusion's workflow engine supports calculation and application of business rules, including tax and compliance implications.
Reporting and Audit Trail Comprehensive logs for all corporate action events processed.		Platform generates comprehensive reporting and audit trails for all actions and decisions made in the system.
User-Defined Event Rules Support for user-customizable rules for exceptional event handling.		Support for customizable rule definition for risk, compliance, and process management.
Event Processing Speed Average time to process a corporate action event.		No information available

Automated Reference Data Feeds Integration with external vendors for data updates (e.g., instrument master, price feeds).		The system offers integration with external data feeds and APIs for reference and risk data.
Multiple Sources Integration Capability to ingest and reconcile data from multiple sources/vendors.		Supports multiple source data integrations for enrichment and validation.
Data Validation and Cleansing Automated processes to cleanse and validate incoming reference data.		Reference data is cleansed and validated automatically to support operational risk scoring.
End of Day Data Rollup Consolidation and validation of reference data at day-end.		Data consolidation and validation occur at specified reporting periods (including end-of-day).
Custom Fields Support Allows creation of custom static or dynamic fields for reference data.		Users can define custom data/fields as part of the risk assessment or process management.
Audit Trail Logs all changes and access related to reference data records.		Audit log tracks all data changes, access, and activity in compliance with regulatory requirements.
Bulk Data Upload Import large data sets through batch files (CSV, XML, etc.).		Supports bulk import of data for onboarding or updating entity records.
Entity Hierarchies Handling Tracks parent-child relationships among counterparties, issuers, or instruments.		No information available
Reference Data Latency Typical delay between external data change and system update.		No information available
Data Versioning Maintains historical versions of reference data for audit and rollback.		System maintains data versioning and allows rollback/view of previous data states for audits.

Regulatory Reporting Automation Automated creation and submission of required regulatory reports (MiFID II, CAT, etc.).		Fusion automatically generates/delivers regulatory compliance reports and can be configured for specific jurisdictional requirements.
Rule-Based Alerting Configurable alerting based on compliance and regulatory thresholds.		Configurable alert engine supports thresholds for compliance and process monitoring.
Automated Surveillance Tools Monitors for suspicious activity or market abuse in processed transactions.		Integrated monitoring detects and escalates suspicious or anomalous activity as part of the product's operational risk tools.
Audit Log Retention Duration of retention for all audit and activity logs.		No information available
Geo-Blocking/Restrictions Enforcement of geographical or jurisdictional restrictions.		Supports regional, legal, and jurisdictional access controls and segregation in compliance workflows.
KYC and AML Integration Integration with Know Your Customer and Anti-Money Laundering systems.		The platform provides KYC and AML modules and integrates with external KYC/AML systems.
Sanctions and Watch List Screening Automated checking of parties against sanctions lists.		No information available
Regulation Change Management Tools to handle, monitor and adapt to regulatory changes.		No information available
Compliance Breach Workflow Automated workflow for handling and escalating compliance breaches.		Automated workflows apply to compliance breach management, allowing routing and escalation.
Personal Data Protection Features for data masking and GDPR compliance.		The system supports GDPR and offers data masking/pseudonymization features.

Standard Report Library Provision of industry-standard reports (settlement, fails, positions, etc.).		Library of standard compliance, risk, operational, and incident reports available to users.
Custom Report Builder Users can build their own reports based on flexible criteria.		Users can build custom and ad hoc reports using system query and filter tools.
Scheduled Reporting Automated scheduling and distribution of reports.		Automated report scheduling/distribution is supported in the reporting module.
Real-Time Analytics Support for real-time dashboards and metrics.		No information available
Drill-Down Functionality Users can drill down from summary reports to detailed transaction level.		Reports support drill-down from summary to event detail level.
Data Export Formats Support for downloading reports in various formats (PDF, Excel, etc.).		Multiple export formats supported (Excel, PDF, etc.).
Ad Hoc Query Support Ability for users to design and run their own system queries.		Supports ad hoc query and user-defined data views.
Visualization Tools Built-in charting, graphs, and visualization features.		No information available
Report Generation Speed Average time to generate a standard report.		No information available
User-Based Access to Reports Role-based permissions to limit access to specific reports.		Role-based access control is standard for all features including report access.

Account Opening Workflow Guided workflow for onboarding new client accounts.		Account opening and onboarding workflows are supported for incident/issue management clients.
Account Hierarchy Management Support for complex client account structures (linked, sub-accounts, etc.).		System allows modeling of organizational hierarchy including account and sub-account structures.
Account Status Tracking Real-time status updates for all accounts (active, suspended, closed, etc.).		Accounts and issue cases have real-time status updates and dashboards.
Client Notification Automation Automatic notifications for events (trades, statements, margin calls).		Automated notifications for incident events, tests, and status changes.
Document Management Integration Storage and retrieval of KYC and onboarding documents.		Management of onboarding, risk, and compliance documents within customer/account records.
Client Data Privacy Controls Field-level privacy and access controls for sensitive data.		Granular privacy and access control for fields marked as sensitive information.
Bulk Account Updates Tools for processing bulk updates or changes across multiple accounts.		Tools support batch/bulk amendments for mass incident updates and status changes.
Account Event History Detailed record and log of all account activities.		Complete activity histories are kept for every account, client, and workflow.
Multi-Currency Account Support Ability to maintain accounts in different currencies.		No information available
Client Communication Templates Library of templates for regular client communications.		Templates for client notifications about incidents, compliance, and risk are available and customizable.

Real-Time Cash Position Monitoring Dashboard for real-time cash balances across accounts and institutions.		No information available
Cash Forecasting Tools Predicts future cash needs and movements based on settlement cycles and outstanding trades.		No information available
Automated Margin Calculation Real-time and batch margin requirement calculations.		No information available
Collateral Inventory Management Repository and tracking of eligible collateral assets.		No information available
Collateral Allocation Automation Automates allocation of collateral to satisfy margin calls.		No information available
Margin Call Automation Automatic generation and tracking of margin call notifications.		No information available
Shortfall Alerting Real-time alerts for cash or collateral shortfalls.		No information available
Interest Accrual Calculation Automated calculation of interest on held cash and margin balances.		No information available
Cash Movement Approval Workflow Multi-level approval workflow for large or sensitive cash transfers.		No information available
Intraday Cash Projection Updates Frequency of intraday cash projection refreshes.		No information available

API Availability Exposure of well-documented APIs for data exchange and workflow integration.		Fusion offers a publicly documented REST API for integration with other systems.
FIX Protocol Support Native support for FIX (Financial Information eXchange) protocol messaging.		No information available
Third-Party Plug-In Support Ability to integrate third-party components or plugins to extend core functionalities.		Supports integration of third-party plug-ins and add-ons for extended risk and compliance features.
Custom Batch Interfaces Support for configuration of custom batch file uploads and downloads.		No information available
Real-Time Data Feeds Ability to consume or publish real-time data feeds.		No information available
Bi-Directional Data Sync Supports two-way data synchronization with external systems.		Enables two-way data synchronization with select vendors and major enterprise applications.
Web Services Integration Support for REST/SOAP web services.		Web services REST API and optional SOAP available for system integration.
Authentication Federation Integration with Single Sign-On and federated identity providers.		Supports authentication federation including SSO via SAML and OAuth providers.
Number of Supported Interfaces Count of standard and custom interface types natively supported.		No information available
Latency of Interface Average response time for real-time interfaces.		No information available

Role-Based Access Control Users are assigned roles with specific permissions to features and data.		Comprehensive role-based access control (RBAC) is part of the security and process management design.
Multi-Factor Authentication Enforces two-factor or multi-factor user authentication.		Supports multi-factor authentication as part of advanced security configurations (per product security datasheets).
Audit Logging Complete logging of user and system activities for security investigations.		Complete system and user activity audit logging is core to the platform.
Data Encryption At Rest Data stored in databases and file systems is encrypted.		Product documentation specifies data is encrypted at rest (database/filesystem).
Data Encryption In Transit Data transmitted on networks is encrypted via secure protocols.		Product documentation specifies data encrypted in transit (TLS/SSL).
User Session Timeout Automatic logoff after a period of inactivity.		Session management (including timeout) is part of the security configuration.
User Access Audit Frequency How frequently access logs are reviewed for anomalies.		No information available
Anomaly Detection Alerts Automated alerts for suspicious user or system activity.		Anomaly detection and alerting of suspicious activity is included (from product risk management features).
Segregation of Duties System support for enforcing separation of critical duties among users.		Segregation of duties is supported via workflow and RBAC module, enabling separation of responsibilities.
Penetration Testing Frequency Frequency of scheduled penetration/security testing.		No information available

Fusion Framework System from Fusion Risk Management

Product analysis by function

Back-Office Processing Systems for Operations

Trade Capture and Validation (1 Yes /1 Known /10 Possible features)

Settlements and Clearing (0 Yes /0 Known /10 Possible features)

Reconciliation (4 Yes /4 Known /10 Possible features)

Corporate Actions Processing (6 Yes /6 Known /10 Possible features)

Reference Data Management (8 Yes /8 Known /10 Possible features)

Regulatory and Compliance Management (7 Yes /7 Known /10 Possible features)

Reporting and Analytics (7 Yes /7 Known /10 Possible features)

Client and Account Management (9 Yes /9 Known /10 Possible features)

Cash and Collateral Management (0 Yes /0 Known /10 Possible features)

Integration and Interoperability (5 Yes /5 Known /10 Possible features)

Security and Access Control (8 Yes /8 Known /10 Possible features)