Sophis and Fusion Invest Services

End-to-end services from the world leaders in Sophis and Fusion Invest.

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.

Our Capabilities

Unmatched Sophis Expertise

The largest dedicated Sophis and Fusion Invest team in the world, covering all modules, versions, and delivery models.

Cross-Functional Knowledge

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.

Cross-Asset Proficiency

Coverage across equities, fixed income, FX, credit, commodities, and OTC derivatives — with hands-on experience configuring and extending Sophis accordingly.

Deep Toolkit & API Familiarity

Advanced experience with the Sophis Toolkit, APIs, custom enhancements, and performance optimisation techniques.

Automation-Centric Delivery

Proprietary test automation frameworks designed specifically for Sophis/Fusion Invest architecture and workflows.

Cloud-Ready Engineering

Expertise in deploying and operating Sophis on hybrid and public cloud platforms with CI/CD and observability baked in.

Best Practice Reference Models

Proven design patterns and delivery accelerators for implementations, upgrades, integrations, and support models.

Our Focus

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.

Our Services

Advise

  • Operating model design and operational readiness assessments
  • Technical architecture reviews and performance optimisation
  • Functional audits and tailored training for users or support staff.
  • Simplification strategy for heavily customised or aging estates
  • Public cloud adoption guidance and business case development.

Transform

  • Greenfield implementations and new module deployments
  • Version upgrades and data migrations with regression and toolkit support
  • Rescue of failed or stalled implementation, upgrade or change projects
  • Toolkit management, large-scale customisation and integration initiatives
  • Setup of bespoke test automation frameworks
  • Migration to cloud and transition to managed service models

Operate

  • SLA-backed managed services alongside, or in place of, your internal teams
  • Application support, monitoring and batch/interface management
  • 24×7 coverage with incident response and business-user support
  • Platform-as-a-Service with hosting and app-to-infra platform management
  • Testing- and Upgrade-as-a-Service models enabled with test automation
  • Ongoing enhancement and change pipeline delivery aligned to your roadmap.

Why Phi?

Unmatched Scale

We bring more Sophis experts than any other vendor, including Finastra.

Deep Domain Knowledge

Our expertise spans asset classes, functional and technical domains, and buy- and sell-sides of the market.

Vendor-Connected but Independent

We are a global Finastra partner but bring a client-first mindset.

Global Reach, Local Expertise

Phi experts are on-site when needed, nearshore when it saves cost.

Accelerated Change

We leverage bespoke automation tools, reference models, and proven methodologies for delivery with speed and quality.

Services that evolve with you

Whether we’re enhancing your team’s capacity or operating your Sophis platform end-to-end, we meet the changing needs of your business.

Edouard Senhaji

Head of Sophis Services

“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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