Asset Managers

Combining deep technical expertise in financial markets and data management, FINBOURNE provides a leading cloud–based data management platform, as well as the front-to-back technology teams need to grow, run, and protect your organisation.

Trusted by market players of all sizes and with operations across the globe, we help our clients unlock the power of their data.

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FINBOURNE Portfolio Management
Managing Partner - Fidelity International Strategic Ventures

“FINBOURNE’s unique platform offers the most complete integrated data solution in the market, while remaining fully open architecture. We recognise the important role FINBOURNE will play in streamlining Fidelity’s own legacy data architecture today, as well as the growing opportunity it will provide for broader market participants right across the investment community.”

Alokik Advani
Managing Partner - Fidelity International Strategic Ventures

Read the press release here
Technology

Investment Technology

Create innovative strategies by leveraging data that was previously out of reach.

Efficiency

Improve efficiency

Reduce manual intervention, overcome your dependence on legacy systems, and consolidate your capabilities with a single vendor.

Verification

Impose controls and manage risk

Impose pre- and post-trade controls to easily alert teams and users when a risk arises.

FINBOURNE equips Asset Managers with essential end-user tools and foundational enterprise data management technology

1. Improve operational efficiency

Enterprise Data Management+ (EDM+)

Our foundational data management technology, makes sense of your data, turning it into information for front, middle and back-office teams.

Investment Book of Records (IBOR)

FINBOURNE’s IBOR uses all available data to create a comprehensive, accurate view of your investment positions and transactions.

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2. Enhance investment decision-making

Portfolio Management System (PMS)

A holistic, front-to-back PMS combining the functionality of traditional portfolio management with risk and valuation systems.

Order Management System (OMS)

FINBOURNE’s Order Management System (OMS) supports the entire trade lifecycle, allowing your team to place orders, monitor their progress and ensure compliance with controls.

Reporting

A comprehensive reporting capability that allows you to efficiently manage your client's accounts, providing detailed information on account balances, cash positions, and transactions.

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3. Ensure regulatory compliance

Compliance

Ensure portfolios stay within limits set by regulatory requirements and internal controls as well as any policies set in place.

Accounting and Shadow NAV

Make sense of even the most complicated fund structures and effortlessly create compliant accounts.

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Discover how we empower investment data processes and drive operational growth for emerging hedge funds to established global institutions.

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Only FINBOURNE…

Enables robust investment decision making

End users can get instantaneous access to every piece of information, financial or non-financial that their organisation has sourced internally or externally.

Provides a wide suite of advanced solutions

Our investment management solutions enable seamless cooperation across the front, middle and back office and deliver everything from accounting, operations, and data management solutions.

Deals with every asset class

Able to deal with both public and private market assets, we eliminate the need for organisations to use separate systems for each asset class.

Is easy to deploy

We can interact with clients’ existing technology, algorithms, and processes via APIs OR replicate them in FINBOURNE’s systems with highly configurable workflows.

Who we serve

Front Office

Generate alpha and make better investment decisions by giving your team access to clean, mastered, and timely data.

Middle Office

Drive operational efficiency by managing every asset class in a single, front-to-back system, with automated pre and post-trade processes.

Back Office

Guarantee compliance and mitigate risks by establishing clear rules and processes that ensure that your investments align with your fund’s rules.

Technology

Minimise cost and future-proof your technology by investing in an open, scalable, SaaS based, data management solution.

Want to learn More?

Want to learn More?

Download our FINBOURNE for Asset Managers brochure today to find out how we can help you gain clarity, improve efficiency and reduce costs.

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Partners
and Integrations

Our global partnership program forms an ecosystem of industry-leading organisations, providing clients with integrated access to a range of specialist solutions and functionalities.

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Partnerships

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Want to learn more?

Want to learn more?

Contact us to find out how we can help you and your firm. We work quickly so tell us your challenges and we’ll outline how LUSID Investment Management System can solve them for you and your fund.

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Schedule a demo

Schedule a demo

Click here to schedule a live LUSID Investment Management System demo with one of our representatives.

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Go beyond traditional data management