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On the recordRead 4 Oct 202615 facts
FINBOURNE LUSID
Plans and prices
LUSID evaluation
Free
30 calendar days · evaluation purposes only
Read 4 Oct 2026 · finbourne.com
On the record
- Access
- The company provides a browser-based LUSID web app and online guides, tutorials, and API documentation.finbourne.com · read 4 Oct 2026
- Data aggregation
- LUSID consolidates and standardises investment data from multiple sources and maintains an audit trail of data changes and transactions.finbourne.com · read 4 Oct 2026
- Evaluation limitation
- FINBOURNE says it cannot guarantee full interoperability with third-party services because it does not control those services or their interactions with LUSID.finbourne.com · read 4 Oct 2026
- Evaluation terms
- The free evaluation lasts 30 calendar days, is for evaluation purposes only, and ends automatically after that period.finbourne.com · read 4 Oct 2026
- Integrations
- FINBOURNE describes LUSID as API-first and says its APIs are designed to integrate with existing platforms and systems.finbourne.com · read 4 Oct 2026
- Intended customers
- FINBOURNE says it serves asset managers, asset owners, and asset servicers.finbourne.com · read 4 Oct 2026
- Investment workflows
- The platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows.finbourne.com · read 4 Oct 2026
- Named integration
- FINBOURNE announced an integration that brings LSEG Yield Book fixed-income data and analytics into LUSID, with launch planned for Q2 2026.finbourne.com · read 4 Oct 2026
- Portfolio view
- Its IBOR solution provides a near real-time view of positions and transactions across public and private assets.finbourne.com · read 4 Oct 2026
- Purpose
- LUSID is a cloud-native investment data management platform for investment management.finbourne.com · read 4 Oct 2026
- Reconciliation
- It can automatically reconcile data from custodians, brokers, and other sources.finbourne.com · read 4 Oct 2026
- Security certification
- FINBOURNE says it holds SOC 2 Type II, SOC 2 Type II Privacy, and ISAE 3000 certifications, renewed annually by an accredited third party.finbourne.com · read 4 Oct 2026
- Security controls
- LUSID provides role-based access control, requires MFA for interactive users by default, and encrypts data at rest and in transit.finbourne.com · read 4 Oct 2026
- Support resources
- The client hub links users to a knowledge base with product guides, tutorials, and API learning resources.finbourne.com · read 4 Oct 2026
- Valuation and returns
- Its IBOR features flexible valuation rules, P&L calculations, analytics, and portfolio, benchmark, and composite returns.finbourne.com · read 4 Oct 2026
