About LUSID
LUSID is a data management platform from Finbourne that supports investment and enterprise data management. It combines investment data management, enterprise data management, and reporting capabilities so financial institutions can reduce the cost of investing. LUSID is designed for scalability and integration, allowing users to manage complex data sets and support regulatory requirements effectively. The platform includes an API that enables customization and automation, facilitating workflows and improving data accessibility. Key capabilities: investment data management enterprise data management reporting capabilities API integration compliance support Best for: financial institutions that need efficient data management solutions.
FINBOURNE’s LUSID platform delivers a cloud-native, API-first investment data foundation designed to eliminate data silos, reduce operational risk, and improve transparency across the investment lifecycle for asset managers, asset owners, banks, and alternative managers. Its unified and granular data model provides a consolidated, real-time view of portfolios across both public and private assets, enhanced by bitemporal data capabilities that allow users to rewind data across timelines with full lineage for auditability and compliance. The interface supports customisable dashboards and visualisations tailored to different teams, while the Integrations dashboard simplifies configuration of pre-built connections, making the platform accessible despite its depth. Core functionalities include portfolio construction, complex multi-asset analysis, real-time IBOR and ABOR record keeping, shadow NAV generation, and powerful data automation that correctly interprets economic impacts. Distinctive tools such as pre-trade rebalancing impact visualisation and auto-generation of hedge orders give investment teams actionable insights and streamlined workflows. Performance is supported by a resilient, continuously delivered cloud architecture that aims for zero downtime and has proven scalable, handling billions of API calls.
Pros & Cons
- +Highly flexible integration and customisation, reducing vendor lock-in.
- +Full lineage and time-travel capability for enhanced compliance and auditability.
- +Promised significant reduction in operational risk, reconciliation costs, and reporting time.
- −Requires direct consultation for specific cost details.
- −While the UI is configurable, the depth of features and data model requires expertise.
Features
Key features
- Whole-of-Fund View
- Creates flexible, comprehensive perspectives covering all assets across the entire fund.
- Public and Private Asset Management
- Supports the construction and management of portfolios containing both listed and unlisted assets.
- Rebalancing Impact Visualization
- Allows users to see the full effect of rebalancing actions before they are executed.
- Data-Led Decision Making
- Incorporates cashflows and dynamic data to drive confident investment decisions.
- Real-Time Risk-Weighted Exposures
- Connects to key data sources to deliver instant, risk-adjusted exposure metrics for streamlined rebalancing.
- Dynamic Centralized Investment Models
- Enables central management and instant application of model updates across numerous accounts for consistency and scale.
Additional features
- Manage Public and Private Assets
- Allows for the control of exposure across both listed and unlisted investment types.
- Construct Complex Portfolios
- Supports the building and optimization of sophisticated and intricate portfolios.
- Create Flexible Whole-of-Fund Views
- Generates comprehensive perspectives covering all assets across the entire fund.
- Make Informed Rebalancing Decisions
- Supports confident decisions regarding portfolio adjustments.
- Allocate Across Listed and Unlisted Assets
- Uses models or benchmarks to distribute capital between public and private investments.
- Support Efficient, Strategy-Aligned Investment Decisions
- Aids in making investment choices that are both effective and consistent with strategy.
- Generate Tailored Portfolio Analyses
- Creates customized reports for investment teams, risk managers, and clients.
- Support Diverse Stakeholder Needs
- Provides dynamic data views that cater to the needs of various users (investment, risk, clients).
- Visualize Full Impact of Rebalancing
- Shows the complete effects of rebalancing actions both before and after execution.
- Factor in Cashflows
- Incorporates money movements to guide confident, data-driven decision-making.
- Portfolio Construction
- Covers scenarios from simple order generation to complex portfolio building using benchmarks.
- Asset Allocation
- A feature within portfolio construction for distributing investment capital.
- Cash Management
- A feature within portfolio construction for handling cash movements and balances.
- Hedging
- A feature within portfolio construction for managing market risk, including auto-generation of hedge orders.
- Model Management
- A feature within portfolio construction for creating and applying investment models.
- Order Generation
- A feature within portfolio construction for creating trade orders.
- Portfolio Monitoring
- Supports a full suite of analytics for ongoing portfolio analysis.
- Analyse Portfolio Contributions
- Enables users to break down performance contributions across assets, instruments, and groupings.
- Analyse Asset Exposures and Risks
- Uses various metrics and analytics to assess asset concentration and potential risks.
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to LUSID
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
.png){kind=logo}
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
About LUSID
LUSID is a data management platform from Finbourne that supports investment and enterprise data management. It combines investment data management, enterprise data management, and reporting capabilities so financial institutions can reduce the cost of investing. LUSID is designed for scalability and integration, allowing users to manage complex data sets and support regulatory requirements effectively. The platform includes an API that enables customization and automation, facilitating workflows and improving data accessibility. Key capabilities: investment data management enterprise data management reporting capabilities API integration compliance support Best for: financial institutions that need efficient data management solutions.
LUSID Details
LUSID's In-App Market Place
Does LUSID have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), GBP (£), EUR (€), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), HKD (HK$), INR (₹)
Pros & Cons
- Highly flexible integration and customisation, reducing vendor lock-in.
- Full lineage and time-travel capability for enhanced compliance and auditability.
- Promised significant reduction in operational risk, reconciliation costs, and reporting time.
- Requires direct consultation for specific cost details.
- While the UI is configurable, the depth of features and data model requires expertise.
LUSID's Support Options
Contact
+44 (0)20 3880 1307Documentation
https://support.lusid.com/LUSID's Alternatives
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
Grow For Me
Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
.png&w=96&q=75){kind=logo}
