FINBOURNE Technology

Why LUSID?

LUSID is open, scalable and utility based – this is a long awaited and significant departure from current ‘closed’ investment technology models.

Focus on investments, not technology

Let LUSID transform non-value adding operations

Integrate transaction and holding data from multiple sources
Ingest any corporate actions and automatically update relevant holdings
Make reconciliations easier and more precise, and quickly investigate discrepancies

Reduce the cost of change

LUSID allows you to adapt to change without the hefty setup costs

LUSID’s open approach and growing library of suppliers makes it easy to change your IT infrastructure
Safely test changes in a 'sandbox' in parallel to your live portfolio, without the need to setup and maintain test environments
Swap the inputs (e.g. data source feeds) used to value your portfolio on-the-fly

Grow faster

LUSID grows and scales with your business' evolving needs

Trade new assets and sell new products quickly and safely by using our applications, analytics or pricing vendors
Easily onboard new mandates, integrate new data and satisfy new reporting requirements

Control your data

With LUSID you can cut and view your investment data the way you want it

Go back in time and look at precisely what happened to your portfolio and when
Aggregate, disaggregate and track separate investment strategies
Track, manage and monitor how you use vendor market and reference data
Permission users internally and externally to see and access only the data you want them to see

Win more clients and keep them

Tailor your clients' experience by giving them access and tools to do more with their own investment data

Give clients access and the tools to query their own data without compromising your internal functions
Enable clients to create and customise their own data feeds and integrate it into their own portals
Let your clients carry out what-if portfolio testing using live portfolio data