FUSE Engine

Automatically collect, transform, and aggregate any kind of data from any source – including wrap platforms, back office systems, life companies, data vendors, flat files and spreadsheets. Convert and combine into any form you need.

Hover or tap the components to learn more...

Loader

Pulls in raw data
Any format, any source,
any transport
e.g. Platform APIs,
FE/Morningstar,
Spreadsheets

Parser

Converts data from any
machine-readable format into
relational data
Auto-builds & adjusts
database schema

Collator

Aggregate time-series data
Rebuild datasets from
baseline + incremental
Replay on demand

Schema
Transformer

Rules-based schema transform
Design your own schema
Configure your own rules
Change rules at any time

Data
Transformer

Rules-based data transform,
regular expressions, lookup tables,
machine learning, data masking
Configure your own rules
Change rules at any time

Output Data

Azure SQL database
Direct access
Access via API
Ouput to reports
Output to data exports
Tap the components to learn more....

Loader

Pulls in raw data
Any format, any source, any transport
e.g. Platform APIs, FE/Morningstar, Spreadsheets

Parser

Converts data from any
machine-readable format into
relational data
Auto-builds & adjusts
database schema

Collator

Aggregate time-series data
Rebuild datasets from
baseline + incremental
Replay on demand

Schema Transformer

Rules-based schema transform
Design your own schema
Configure your own rules
Change rules at any time

Data Transformer

Rules-based data transform
Regexp, lookup tables,
machine learning, data masking
Configure your own rules
Change rules at any time

Output Data

Azure SQL database
Direct access
Access via API
Ouput to reports
Output to data exports
Data Transform Rules, including Proper Case and Transaction Remapping
The Data Transformer
The FUSE Engine

A set of automatic components which work together to process and transform any quantity of data, with unlimited scalability, capacity and performance.

With it, we can ensure the highest possible level of data integrity – which is why we’ve put it at the heart of everything we do.

The database can be hosted in your own Azure subscription, so you have full access and control.

Troubleshooting data inconsistencies as they arise is easier than it's ever been

Monitor, stop, rewind, and replay each part of the process via the FUSE Console – a fully-featured control panel designed for complete transparency from the ground up.

Data can be inspected and exported at any stage, rules can be modified without a single line of code, and automated email or SMS alerts can be set up to diagnose issues.

Processes are displayed with their status, though only the Loader and Parser are switched on here
The Process Monitor

Your online front door needs to be welcoming and easy to open. Fully branded, intuitive, and secure, the portal ensures your clients feel confident in the services you are providing.

Tablet and phone each displaying the Portal
Client View - Phone and Tablet
Data transparency for your clients

An all-in-one client portal solution, with fully configurable branding and terminology, accessible from any device, with secure two-way messaging and document sharing.

Provide clients with up-to-date valuations, investment information, transaction history, and more – as under-the-hood features measure data quality and identify issues with incoming data before your clients see them.

Data transparency for you

The FUSE Portal also functions as a secure data hub for client details and fact-find data.

  • View client investments, assets, transactions, reports, documents, messages
  • Fee & commission reporting & reconciliation
  • Filter, sort and group investment data for analysis
  • Export all data to Excel and pdf
  • Secure role-based permissions system
  • Configurable menus and dashboards
    IFA Firm branding, a line graph, a pie chart, and two tables
    Admin View - Portal Home Page

    With real time MI, data delivery and client reporting, your compliance obligations are simplified and your professionalism assured.

    FUSE reporting - data analysis where it’s needed, on your main dashboard, as exported reports, or direct to your client portal

    For business – whether you need a simple snapshot view of activities, or more sophisticated business intelligence to understand what is driving trends, our reporting tool can be easily configured to provide dashboards individually configured to your users.

    For clients – fully-branded professional & personalised reports with completely configurable fonts, colours, logos, cover pages, wording, layout etc.

    For third parties – seamless two-way integrations using any APIs that can be scheduled and automatic with success reporting for reassurance. 

    For Wealth Managers
    • Financial planning, tax planning, investment performance
    • Valuation reporting for investment portfolios
    • Performance reporting for investment portfolios
    • Full ex post MiFID fee impact on performance disclosure for investment portfolios
    • Single or bulk reporting
    • Compliance reporting
    • Contract note generation
    • Add-hoc self-service valuations