Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Verity stands out as the sole investment research and data platform that incorporates unique insights into a contemporary research process. Accelerate your differentiated research to match the pace of today’s investing landscape with a single platform that merges top-tier idea generation, workflow, and productivity tools seamlessly. Analysts can extract unique insights utilizing proprietary data designed to support your objectives, supplemented by the expertise of Verity’s own analysts. This platform boasts superior integration capabilities compared to any other solution available. When it comes to your investment strategy, you deserve a process tailored to your specifications. With Verity, investment professionals receive precise, well-organized intelligence delivered consistently through email or customized feeds. Customers appreciate Verity as a valuable addition to their in-house analytical teams, as the Verity analyst team produces hundreds of exclusive reports annually, further enhancing their investment decision-making. This commitment to quality and innovation makes Verity an essential tool in the fast-evolving world of investment research.
API Access
Has API
API Access
Has API
Integrations
BlueFlame AI
Microsoft Excel
Microsoft OneNote
Microsoft Word
Newforma
PowerPoint
SAP Store
VerityESG
Integrations
BlueFlame AI
Microsoft Excel
Microsoft OneNote
Microsoft Word
Newforma
PowerPoint
SAP Store
VerityESG
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Verity
Country
United States
Website
verityplatform.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