LUSID

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LUSID Evaluation Snapshot

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User RatingNot rated yet
Starting PricePer Feature
Free TrialAvailable
Free VersionYes
APINot specified
DeploymentCloud Hosted
HeadquartersUnited Kingdom
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Product Overview

LUSID Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About LUSID

LUSID is a sophisticated investment management software designed to empower organizations to manage their investments effectively and efficiently. It provides a comprehensive suite of tools for portfolio management, risk assessment, trade execution, and compliance, enabling investment professionals to make informed decisions based on real-time data. With its user-friendly interface, LUSID allows users to track and analyze investment performance, monitor market trends, and assess risk exposure seamlessly. The software’s powerful analytics capabilities provide insights into portfolio performance, enabling organizations to optimize their investment strategies and enhance returns. Additionally, LUSID supports integration with various financial systems, facilitating streamlined workflows and collaboration among teams. By enhancing investment management processes, LUSID empowers organizations to improve decision-making, mitigate risks, and achieve their financial objectives in a dynamic market environment.
Company Finbourne
Founded 2016
Headquarters United Kingdom
Employees NA

Support

Chat

Training

In-person Live Online Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Financial Services Investment Management
Category-Based Capabilities

LUSID Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Hedge Fund Software 9 selected features Open category ↗
Risk Assessment Document Management Investor Reporting Portfolio Analysis Compliance Management Performance Metrics Monitoring Contact Management Profit/Loss Statement
Investment Management Software 19 selected features Open category ↗
Accounting Alerts/Notifications Financial Analysis Visual Analytics For Investors & Traders For Investment Advisors Risk Management Modeling & Simulation Portfolio Management Performance Metrics Compliance Tracking Bonds/Stocks Mobile Access Commodity Futures Portfolio Rebalancing Fund Management Client Portal Benchmarking Client Management
Pricing Information

LUSID Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency GBP (£)
Free Trial Available
Free Version Yes
Payment Frequency NA
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Frequently Asked Questions

LUSID FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

LUSID is a sophisticated investment management software designed to empower organizations to manage their investments effectively and efficiently. It provides a comprehensive suite of tools for portfolio management, risk assessment, trade execution, and compliance, enabling investment professionals to make informed decisions based on real-time data. With its user-friendly interface, LUSID allows users to track and analyze investment performance, monitor market trends, and assess risk exposure seamlessly. The software’s powerful analytics capabilities provide insights into portfolio performance, enabling organizations to optimize their investment strategies and enhance returns. Additionally, LUSID supports integration with various financial systems, facilitating streamlined workflows and collaboration among teams. By enhancing investment management processes, LUSID empowers organizations to improve decision-making, mitigate risks, and achieve their financial objectives in a dynamic market environment.

  • Yes, LUSID offers a free version.

  • Yes, LUSID offers a free trial.

  • No, Credit Card details are not required for the LUSID trial.

  • No, LUSID does not offer an API.

  • LUSID offers support with the following options:
    • Chat

  • LUSID offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • LUSID supports the following languages:
    • English

  • Following are the typical users of the LUSID:
    • Self-Employed , Small-Business , Midsize-Business

  • LUSID supports the following deployment:
    • Cloud Hosted

  • LUSID supports the following devices and operating systems:
    • Web-Based
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