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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Phantalytics was created to identify distinctive market opportunities. To facilitate this goal, we have simplified the intricate process of data analysis, ensuring it is as effortless as possible. Central to our platform is an advanced screener that aids users in discovering ideas that adhere to stringent, personalized guidelines through function-based relational screening. This robust tool empowers users to sift through extensive financial data and uncover fresh investment ideas that align with their specific requirements. Users can create dynamic, relational, function-based financial screens while accessing over a decade's worth of financial data. Additionally, our platform offers the ability to visualize more than 30 years of historical financial data for a vast array of over 40,000 companies, enhancing the decision-making process for investors.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FINBOURNE

Founded

2016

Country

United Kingdom

Website

www.finbourne.com/lusid-portfolio-management

Vendor Details

Company Name

Phantalytics

Website

phantalytics.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

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