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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For more than two decades, Flightdeck has been dedicated to serving its customers since its inception in 2001. We cater to a diverse range of businesses, including estate agents and manufacturers, with a primary focus on the SME sector. Our ERP solutions are offered at a fraction of the price of traditional systems, making them accessible to smaller enterprises. At Flightdeck, we position ourselves between off-the-shelf software and fully customized solutions, allowing us to create add-ins that enhance the core application with tailored functionality. This approach has two main advantages: it enables us to develop small segments of code that require minimal testing and allows for straightforward deployment. Additionally, it minimizes risk for our clients, as development is swift and adjustments can be made easily if the outcome isn't as anticipated. The core Flightdeck application receives updates twice a year, driven by customer input, and successful features are incorporated into the main system. By continuously evolving based on user feedback, we ensure that our offerings remain relevant and effective in meeting the needs of our clients.

Description

LUSID surpasses traditional portfolio management systems by instilling confidence in key aspects such as positions, cash, P&L, and exposure, while also providing tools that enhance efficiency in investment operations. With all essential investment data consolidated in one location, users can swiftly access information regarding positions and cash, generate shadow NAVs, reconcile accounts, and create tailored functionalities using the built-in tools. Furthermore, it offers comprehensive tools and workflows to streamline daily operational tasks in both the middle and back office, including tools for managing the position life cycle and conducting reconciliations. Our platform also includes tax lot accounting, a variety of P&L statements, cash reports, and the ability to produce shadow NAVs. Built on a robust framework, LUSID functions as an append-only, immutable data store that securely captures data with dual time stamps, ensuring that no information is ever lost, even if deleted. Additionally, you can leverage advanced tools like our data virtualization engine to delve into your data and create customized analytics and reports tailored to your specific needs. This ensures that users can not only manage their portfolios effectively but also gain deep insights from their data for informed decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Software Sculptors

Website

softwaresculptors.co.uk

Vendor Details

Company Name

FINBOURNE

Founded

2016

Country

United Kingdom

Website

www.finbourne.com/lusid-portfolio-management

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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