Overview

About LUSID

LUSID - the cloud-native SaaS Investment Data Management System. Own and control your investment data to drive growth, increase control and reduce operational costs. LUSID is a book of record that controls, serves and recreates your accounting and investment data on demand. You can pull and translate trade, reference, market, risk, portfolio and performance data from multiple sources. With your core investment data in one place, you can easily produce shadow NAVs, reconcile positions and so much more.

At a glance

Software information

Industries served, licensing and the support LUSID provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Video Guides
Blogs

Languages (1)

English

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Capabilities

LUSID features

The full feature set, grouped by module.

Stock Portfolio Management Software

Client Management
Data Warehousing
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis

Hedge Fund Software

Client Portal
Compliance Management
Investor Accounting
Investor Reporting
Performance Analysis
Portfolio Analysis
Portfolio Management
Profit/Loss Statement

Investment Management Software

Asset Management
Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management

Plans

LUSID pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Media

Screenshots & video

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