A better way to manage your investment data. For everyone from start-up fund managers to global investment institutions.
LUSID is an advanced investment management platform that delivers superior technology, with more choice, for a far lower cost.
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
LUSID has powerful backend integrations:
Choose how you interact with LUSID, from our web-based GUIs and Excel add-ins through to a comprehensive set of APIs
See documentation