LUSID for Technology Teams

LUSID, the API-first, SaaS native investment data management system, gives you the tools, documentation, ecosystem, and reference implementations to integrate, extend, and create bespoke solutions around a consolidated source of your investment data.

LUSID for Operations

Why use LUSID?

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Open architecture enables easy integration with existing platforms via open APIs
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Extend functionality with a marketplace of integrated solution and data providers
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Easily extend or calculate properties on any object including transactions, investments, prices, etc.
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Script bespoke portfolio simulations, analytics and valuation models
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Zero capital outlays, no hardware or upfront build costs
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Easily process, understand and control growing volumes of complex data
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Create granular entitlements to control and permission data
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Securely share data between clients, service suppliers and internal departments
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Leverage an open ecosystem of developers, documentation, and code examples

How can I use LUSID

LUSID provides a comprehensive set of SDKs and example implementations to extend functionality beyond that of a standard portfolio management, investment risk, or enterprise data management system.

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Easily load investment data from other systems

Reduce IT complexity and system maintenance. Consolidate investment data into one system

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Get a consolidated view of your data

Perform n-way reconciliation, and on-the-fly position derivation on an event-driven, immutable data store that can reproduce any historical valuation and compare it to third party data

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Strategy and idea backtesting

Improve your machine learning back testing strategies with a consolidated investment data set

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Recreate any valuation or prior state of your records

Access all market and positional data along two-time dimensions, business validity (e.g. price date), and system validity (when data entered the system)

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Eliminate separate Dev and UAT environments

Use our proprietary scopes and entitlements to mirror data from production and modify it within the same instance without impacting production

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Collaborate with like-minded engineers

Work with our growing community of developers on GitHub with open source implementations in Jupyter notebooks to solve the most complex data challenges

MovementsEnginePortfoliosHoldingsCorporateActionsEventRegisterReconciliationRecipeSystemJobSchedulingSystemPMSValuationsODBCDriversAccessTelemetryRoleBasedAccessPoliciesDailyPerformanceWebApplicationExcelAddInRiskSDK

Invested in security

FINBOURNE implements financial industry best practice built on top of AWS world class physical security.

Our Sandbox and QA environments all benefit from the same enterprise level security.

Product roadmap

Find out the latest updates on what we’ve released, what we’re working on and what we’re planning to work on

Go to roadmap
roadmap screen

Developer resources

API

Start transforming how you manage investment data today.

Check out our APIs:

API docs

Github

Visit our GitHub to find SDks in C#, Java, Javascript and Python which interact with the LUSID API

Visit Github

Swagger

Visit our knowledge base where you can find links to the swagger documentation for LUSID's sub-applications

Read more

LUSID integrations

TradeMadeVolmasterEDI
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Want to learn more?

Contact us to find out how we can help you and your firm. We work quickly so tell us your challenges and we'll outline how LUSID can solve them for you and your fund.

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Schedule a demo

Schedule a demo

Click here to schedule a live demo with one of our representatives

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Events and insights

blogs

Investment Technology

De-risking operational change in capital markets

In this blog, we explore the common barriers to operational change and how firms can de-risk the process of innovation to become future-ready, with a SaaS-native Modern Financial Data Stack.

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blogs

FINBOURNE Five,Investment Technology

Delivering safer, better and faster data with the Modern Financial Data Stack

Welcome back to FINBOURNE Five, a series succinctly covering core data management approaches and concepts in five minutes or less. In this latest piece, we explore the makeup of FINBOURNE’s Modern Financial Data Stack (MFDS), its ability to de-risk operational change and importantly, how it can future-proof investment operations, to fuel growth.

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blogs

Consolidated Tape Provider (CTP)

Consolidated Tape: One size does not fit all

In the first of this two-part blog, we explored the role of a fit-for-purpose CT, combined with an interoperable API framework and how these combine to deliver value. In this second part, we discover the different approaches firms will take, based on their existing technology and systems and why a holistic approach to CT data provides the best foundation to assess liquidity and reap market opportunities.

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