LUSID®

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

 

Take control, make more informed decisions and get ahead. With all of your investment data hosted in one place, LUSID removes the complexity, reduces your operating costs and gives you better access to your data.  

 

What is LUSID?

LUSID is a complete investment data platform that powers multi-asset, multi-sector, multi-geography strategies. It brings unrivalled functionality and services to help you get the most out of your data.  Harness LUSID’s open community, API-first approach and investment platform to create a world class operational model for all your middle and back-office functions.  

 

 

open-platform

Open platform

LUSID is an open platform built with API access so you can extend your own data model as you need to. Your data is your own - free yourself from closed systems. 

 

functionality

Functionality from day one

Existing data can be loaded into LUSID “as-is” and there is no need to change your data model. Outputs to feed key business processes can be defined using LUSID's  innovative ELT (Extract, Load, Transform). 

security

Security

LUSID implements financial industry best practice, built on top of AWS world-class physical security.

Find out about our approach to security and certifications

cloud-first

Cloud-first

Benefits include flexibility, scalability, performance, resilience, cost and not compromised by CapEx considerations.  
dev-friendly

Developer friendly

LUSID’s developer-friendly, API-first approach means it is simple to integrate and easy to implement new business processes.​ Read our documentation.

migrate

Migrate your systems incrementally

You can move complicated interactions over to LUSID in a phased and controlled way and decommission legacy systems incrementally, reducing the risk of a ‘big-bang’ migration.

never-forgets

LUSID never forgets

Every transaction or data change is permanently recorded in a bitemporal store. The impact of any change on holdings, then or now, is instantly available. All events in LUSID are recorded for Business Intelligence and auditing purposes.

compliance

Compliance built-in

LUSID’s ‘never forget’ structure means compliance is built-in, not bolted-on. It captures and maintains data in a way which makes future compliance needs easy to fulfill.

How can I use LUSID?

Why LUSID?

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Focus on investments, not technology

Let LUSID transform your 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 
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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 
LUSID - reduce cost
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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 
LUSID growth
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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 
LUSID control
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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 customer

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

Create your evaluation account today.

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