Client Hub Speak to an expert

Why FINBOURNE for asset managers?

Transform from a series of siloed systems and data to an interconnected network. Consolidate, integrate and modernise your technology on your terms.

Unify all fund data. Public and private assets, internal and external portfolios.

Bring innovative investment products to market faster.

Make changes easier – from expanding into new asset classes to system integrations.

Support complex reporting requirements with flexible
data outputs.

FINBOURNE’s solution for asset managers

Finbourne platform:
example
Partners and
integration
example
Data management &
end user functionality
example
Read/Write, real time
data connections
Solution graphic

Discover more on product pages

EDM+
Integrations
OMS
PMS
Compliance
IBOR
Fund accounting
Info icon

Unified, trusted data foundation underpinning front, middle and back-office operations

Info icon

Make faster, more informed portfolio decisions

Info icon

Connectivity to brokers and matching venues

Info icon

Access a full history for every data point

Info icon

Leverage a unified transaction and valuation dataset for accounting

How FINBOURNE supports the asset manager workflow

Workflow step
Workflow step
Workflow step
Workflow step
Workflow step
Workflow step

FINBOURNE solution

Data integration

Use cases

  • Replace aging systems with a modern, scalable data platform supporting fund accounting, custody, and IBOR/ABOR.
  • Deliver real-time, reconciled IBOR/ABOR data from a single source of truth, reducing operational risk
  • Eliminate high maintenance, licensing, and reconciliation costs.
  • Support new asset classes, APIs, and faster fund onboarding through flexible data models and modular architecture.
    Decrease in errors due to fragmented or outdated systems, 40-60% risk reduction.
  • Replace manual, error-prone spreadsheets with real-time, governed dashboards for front and middle office teams.
  • Empower users with instant access to portfolio, risk, and client analytics through intuitive dashboards, reducing data prep time by up to 80%.
  • Gain full data lineage, auditability, and consistent business definitions to support regulatory and operational requirements.
  • Reduction in licensing, support, and spreadsheet proliferation: 40–60% cost savings.
  • Facilitate investment in green and sustainable assets.
  • Handle diverse asset types, including those with unique or complex valuation models.
  • Ensure seamless integration of new asset types with existing processes and reporting systems.
  • Stay compliant with evolving sustainability regulations and mandates.
  • Time to meet new ESG/sustainability compliance demands, 60–80% time savings.
  • Shorten the cycle from new investment strategy development to deployment.
  • Enable same-day onboarding and integration of new assets across all business and non-business systems.
  • Avoid duplicating efforts by eliminating redevelopment of models and change control processes.
  • Time from strategy approval to deployment: Reduce time from weeks to days, 85–95% time savings.
  • Enforce service level agreements (SLAs) with data and service providers.
  • Replace manual spreadsheets with an automated dashboard for:
    • Tracking progress
    • Monitoring error rates
    • Evaluating service provider performance
  • Consolidate data sources to reduce reliance on manual processes.
  • Decrease in spreadsheet-based tracking and reporting, 80–95% reduction.
  • Create a unified data model, ensuring consistent, high-quality data across business units.
  • Minimise transformation and compute costs, cutting work volume through our data management capabilities.
  • Streamline reporting and performance analysis, reducing manual work.
  • Ensure data lineage and traceability with FINBOURNE and Snowflake, enhancing compliance and data governance.
    Reduction in compute and processing costs through optimised data pipelines, 30–50% cost savings

Case studies

Bringing data to the front-line

Read client story

Powering private market investment

Read client story

An efficient, scalable platform for an agile, high-growth business

Read client story

Related insights

Shaping the future of investment data: strategies for driving operational excellence

How asset managers can leverage a scalable data platform for agility and operational excellence

A data strategy to future-proof investment operations

From mainframe to modern financial data stack