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
XT-ERP is a versatile management software designed for businesses of all sizes, featuring a variety of specialized modules. Built specifically for SaaS deployment, XT-ERP effectively consolidates and disseminates information throughout your organization. Its user-friendly interface and streamlined processes lead to significant time savings, enhanced operational efficiency, increased revenue, better cash flow, and a clear outlook for both the short and medium term. With no need for hardware investments or technical maintenance, the virtual installation offers a hassle-free experience. Utilizing a SaaS model not only accelerates return on investment but also conserves internal resources. The system's adaptability enables users to easily scale its functionalities up or down based on evolving business needs or workforce changes. Furthermore, XT-ERP keeps a close watch on sales and purchases to fine-tune Working Capital Requirements (WCR). The Workflow feature streamlines the sales process and allows for the evolution of commercial documents through a simple "drag and drop" mechanism, all while adhering to the predefined rules that your organization has established. This comprehensive approach ensures that businesses can maintain agility and responsiveness in a dynamic market environment.
API Access
Has API
No
API Access
Has API
No
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
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FINBOURNE
Founded
2016
Country
United Kingdom
Website
www.finbourne.com/lusid-portfolio-management
Vendor Details
Company Name
Adler Technologies
Founded
1997
Country
France
Website
www.adlertechnologies.eu
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
ERP
Accounting Integration
No
Accounting Management
No
CRM
Yes
Dashboard
No
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
No
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
No
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
Yes
Warehouse Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
No
Live Chat
Yes
Multi-Channel Communication
Yes
Multiple Brands / Products
No
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
Yes
Calibration Management
Yes
Dispatch Management
No
Inventory Control
No
Inventory Management
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Planning Calendar
No
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Mobility
App Management
Yes
Barcode Scanning
Yes
Compliance Management
Yes
Content Management
Yes
Data Collection
Yes
Data Management
Yes
File Management
Yes
Forms Automation
Yes
Mobile Messaging
Yes
Remote Access
Yes
Remote Systems Monitoring
Yes
Purchasing
Catalog Management
No
Compliance Management
Yes
Contract Management
Yes
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Requisitions & Approvals
Yes
Sourcing Management
Yes
Spend Management
Yes
Supplier Management
Yes
Sales Forecasting
Competitor Analysis
Yes
Correlation Analysis
Yes
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
Yes
Graphical Data Presentation
Yes
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
Yes
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
Yes
Wash Sale Detection
Yes