From complex projects to automation-enabled managed services, Phi delivers specialist Sophis capability to drive real business value.
Free your teams from upgrade cycles and support overhead — or let us act as your full-service Sophis partner, across both support and innovation.
The largest dedicated Sophis and Fusion Invest team in the world, covering all modules, versions, and delivery models.
End-to-end understanding of buy-side and sell-side business processes – including front office, compliance, risk, accounting, and operations – and the modules that support each function.
Coverage across equities, fixed income, FX, credit, commodities, and OTC derivatives — with hands-on experience configuring and extending Sophis accordingly.
Advanced experience with the Sophis Toolkit, APIs, custom enhancements, and performance optimisation techniques.
Proprietary test automation frameworks designed specifically for Sophis/Fusion Invest architecture and workflows.
Expertise in deploying and operating Sophis on hybrid and public cloud platforms with CI/CD and observability baked in.
Proven design patterns and delivery accelerators for implementations, upgrades, integrations, and support models.
Sophis and Fusion Invest platforms are powerful, but their full potential can be constrained by complexity. Unlocking their full value requires deep expertise, scalable services, and the right delivery model. Whether you’re overcoming legacy challenges or building new capabilities, we help you evolve with confidence.
From rapid rescue, to long-term support or large-scale transformation, we bring unmatched Sophis and Fusion Invest knowledge.
Simplify complex or over-customised environments to accelerate change and reduce delivery risk.
Bring delivery certainty to critical programmes — from upgrades to large-scale implementations.
Establish clear ownership of toolkits and extensions, with enhanced maintainability and transparency.
Improve operational efficiency through automation, structured support, and knowledge consolidation.
Extend your team with proven expertise, addressing talent shortages across functional and technical roles.
Accelerate change with test automation, evergreen delivery models, and outcome-based service.
Get new implementations right first time, with best practice configuration and processes built on two decades of Sophis delivery experience.
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We bring more Sophis experts than any other vendor, including Finastra.
Our expertise spans asset classes, functional and technical domains, and buy- and sell-sides of the market.
We are a global Finastra partner but bring a client-first mindset.
Phi experts are on-site when needed, nearshore when it saves cost.
We leverage bespoke automation tools, reference models, and proven methodologies for delivery with speed and quality.
Whether we’re enhancing your team’s capacity or operating your Sophis platform end-to-end, we meet the changing needs of your business.
“I always say there are no problems, only solutions. My primary concerns will always be maintaining quality, assuring delivery, controlling costs and learning from experience. I take a special interest in sharing my knowledge to grow the next generation of Fusion Invest experts, especially as part of our annual graduate programme.”
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