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LUSID

The cloud-native SaaS Investment Data Management System.

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LUSID - the cloud-native SaaS Investment Data Management System. Own and control your investment data to drive growth, increase control and reduce operational costs. LUSID is a book of record that controls, serves and recreates your accounting and investment data on demand. You can pull and translate trade, reference, market, risk, portfolio and performance data from multiple sources. With your core investment data in one place, you can easily produce shadow NAVs, reconcile positions and so much more.
FINBOURNE Technology
2016
United Kingdom
  • Investment-management
1 Industry
  • English
1 Language
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LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

LUSID Core Features

Stock Portfolio Management

  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis

Hedge Fund

  • Client Portal
  • Compliance Management
  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Investment Management

  • Asset Management
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

LUSID Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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