FINBOURNE LUSID & EDM+

FINBOURNE are the architects of an interconnected network of functionality and data that enables asset owners, asset managers and asset servicers to serve clients in a constantly evolving market. Our cloud-native solutions give investment and operations teams the data insight and core functionality they need to drive success across the entire investment lifecycle. We deliver a total fund view of all assets - public and private.

FINBOURNE's modular, API-first and developer-friendly products and platforms are simple to integrate and implement, either as an augmentation or replacement to current systems.

Discover the full range of our front-to-back offering:

EDM+ Enterprise Data Management: seamlessly ingest, manage, store and access all types of data from across your organisation. Support your investment workflows and effectively manage your data costs. By Delivering real-time, actionable information to your front, middle and back-office teams in fully customisable data visualisations and dashboards, you'll drive better, faster investment decisions.

Portfolio Management System: Equip your team with the tools, configurable workflows and fully integrated environments they need to make better, faster and more informed investment decisions.

Order Management System: Centralise order flows from multiple sources across asset classes and build custom routing across your internal and external ecosystems, so you can execute on investment decisions faster.

Compliance: Benefit from an intuitive and configurable environment that ensures portfolio limits, investment governance and investor mandate obligations adhere to regulatory and internal policy requirements.

Accounting Book of Record (ABOR): Leverage a unified, granular data model to generate Shadow NAV to reconcile valuations with fund administrator, as well as to rapidly identify and resolve discrepancies.

Investment Book of Record (IBOR): Effectively respond to price changes and corporate actions through a single source of near real-time information across public and private assets. Deliver the services clients demand:

Transfer Agency: Optimise and automate transfer agency workflows with flexible and scalable technology.

Trustee and Depository: Support trustees and depositories' need to fulfil their fiduciary responsibilities and oversight duties with greater efficiency through a centralised data management platform.

Managed Data Services: Transform data storage from deep-rooted siloes and multi-step data management workflows to an augmented and virtualised layer. With a centralised data hub, your audiences are empowered to self-serve and use the data they need on their terms.

Outsourced Trading, Liquidity and Finance: Become a trusted partner to clients by delivering the innovative, flexible and scalable services they need to simplify their operating models while lowering your technology TCO.