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A better way to manage your investment data. For everyone from single-fund managers to global investment institutions. 

 

A cloud based open investment platform, LUSID lets you own your own data to drive growth, increase control and reduce operational costs.

 

    LUSID is built for your business

    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.

     

    Compliance

    Increased control

    Always start the day knowing your positions and cash, access and revalue any portfolio or event across two time horizons, perform n-way reconciliation against transactions, cash and positions between counterparties.

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    Minimise risk

    Run real-time customised risk measures, profit-loss, and exposure calculations using definable rulesets that adjust for data source and quality.

    Data-control

    Get a consolidated view of your data

    Integrate and share data across multiple systems such as Order Management Systems, accounting platforms, CRM systems, and client portals.

     

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    Manage and analyse all asset classes

    Define asset classes based on monetary movements to capture and value investments from vanilla equities to complex credit derivatives.
    Community

    Streamline client reporting

    Securely entitle and share data between clients,
    service suppliers and internal departments; integrate LUSID with other reporting systems to output reports in any format you need and give your clients direct access to their portfolios in LUSID using a comprehensive suite of APIs.

    Auditing

    Reduce cost

    Reduce operational costs across your fund; lower the cost of repetitive, manual daily processes such as reconciliation, data mapping and cash management through workflow automation.

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    Easy integration

    Our open architecture enables easy integration with your existing solutions via open APIs, comprehensive SDKs, and example implementations.

    Operations

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    Get instant reconciliations, seamlessly gather data from multiple sources and build closer relationships with your clients

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    Technology

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    Enable your team to deliver better value across the business with a platform built with the developer and data scientist community at its core


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    Front Office

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    Give yourself the edge with a live IBOR: Manage entire multi-region, multi-asset fund structures, get an enterprise-wide view of risk in real-time s, on the fly position derivation and the ability to always return historical valuations

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    It’s simple to switch to LUSID. You’ll see the benefits from day one

    Create your evaluation account today.

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