Client Hub Contact us

The investment data platform that works around you, not the other way round.

Platform Decoration

A modular, front-to-back investment data management platform that provides real-time, unified insight and operations across all asset classes.

FINBOURNE connects every data source you have, builds a single trusted record, and puts that data to work through our front-to-back suite, your existing systems, or both.

Your team

Your AI tools

Your systems

All on the same governed layer, with the same permissions, the same audit trail.

Engineered for the future

Built as one architecture from day one. Start with what you need, grow into the rest.

Tap a node to expand
node
    Financial intelligence
  • Portfolio management, order management, accounting, corporate actions, Xbor
  • Supports every financial instrument and every event
node
    Data availability
  • Drag and drop
    intelligent pipelines
  • Combines internal
    and external, public and
    private datasets
node
    Trusted agents
  • Domain-specific
    financial AI agents
    who read and write
  • Natural language
    access to all data and
    functions
  • Explainable outputs
    with strict governance
    controls
node
    Intelligent operations
  • Model investment
    data workflows
  • Directly within the
    investment
    management system
node
    Interoperability
  • Pre-built integrations
    with major financial
    systems and data
    feeds
  • Standard APIs enable
    custom connections
    with any third-party
    system
lines lines
Hover over a node to expand
lines
    Financial intelligence
  • Portfolio management, order management, accounting, corporate actions, Xbor
  • Supports every financial instrument and every event
lines
    Data availability
  • Drag and drop intelligent pipelines
  • Combines internal and external, public and private datasets
lines
    Trusted agents
  • Domain-specific financial AI agents who read and write
  • Natural language access to all data and functions
  • Explainable outputs with strict governance controls
lines
    Intelligent operations
  • Model investment data workflows
  • Directly within the investment management system
lines
    Interoperability
  • Pre-built integrations with major financial systems and data feeds
  • Standard APIs enable custom connections with any third-party system

The financial operating layer for AI

Most AI projects in financial services fail to deliver. Not because the models are wrong, but because the data underneath them is not ready.

x icon
Locked systems
x icon
Stale data
x icon
Entitlements
x icon
Domain understanding
x icon
Traceability

FINBOURNE is the operating layer: the governed, domain-aware layer between your AI and your data that lets AI understand your business and act on it.

Your AI agents & assistants

Claude
Claude Code
Github Copilot
Candela (FINBOURNE)
ai section decoration
logo white

financial operating layer

Live data. Entitlements applied. Every call audited.

850+ APIs

Governed

Bi-temporal

Domain-aware

Audited

ai section decoration

Your data & systems

Market data, OMS, PMS, fund accounting, custodians, warehouses, business apps

What makes a financial operating layer?

The difference between a platform AI can use and one it can't.

Domain context
The financial concepts your AI needs to reason about, encoded in the layer itself. Gives AI the financial understanding generic context layers can't.
API-first
Every action exposed as composable API calls. Identity, parameters, and entitlements logged at the platform level. We expose the actions investment teams actually take.
Human-in-the-loop
Actions that change data or cost money are flagged and routed through the same approval flows that govern human users, whether the trigger is a person, a script, or an agent.

AI agents that reliably do real work

Three categories of agent. Each one a different way to put the financial operating layer to work.

Research agents
Live positions, market data and news, grounded in your book — not a snapshot.

Examples:

Morning summary

Portfolio management

ESG

Manager screening

Last line of defence
Systematic oversight of operations, compliance and risk on live data, flagging exceptions before they become incidents.

Examples:

NAV control

Data quality

Portfolio health

Market risk

Automation agents
Run end-to-end workflows on the same governed data your team uses.

Examples:

NAV production

Portfolio rebalancing

Fund prospectus generation

Data manager

See our AI capabilities in action

Plug into what you already run.
No new interface to learn. No separate AI platform. No rip and replace.