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FINBOURNE LUSID
What FINBOURNE LUSID is
FINBOURNE LUSID is a cloud-native investment data management platform for asset managers, asset owners, and asset servicers. Its browser app and APIs provide a near real-time view of positions and transactions across public and private assets. LUSID consolidates and standardises data from multiple sources, keeps an audit trail of changes and transactions, and can automatically reconcile records from custodians, brokers, and other providers. Supported workflows include IBOR, ABOR, tax-lot accounting, valuation, and risk. IBOR features flexible valuation rules, P&L calculations, analytics, and portfolio, benchmark, and composite returns. FINBOURNE describes the platform as API-first for integration with existing systems. Security controls include role-based access, default MFA for interactive users, and encryption in transit and at rest. A free evaluation lasts 30 calendar days and is limited to evaluation purposes. Pricing is otherwise available on request.
Who it suits
LUSID suits asset managers, asset owners, and asset servicers needing investment data management and related workflows. It fits teams using browser access or APIs with existing systems.
What it does well
- Near real-time portfolio and transaction views
- Automatic reconciliation across data sources
- Audit trail for data changes
- Role-based access and default MFA
- 30-day evaluation available
What to know first
- No free plan beyond evaluation
- Evaluation is limited to 30 calendar days
- Pricing is on request
- Third-party interoperability is not guaranteed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| LUSID evaluation | 30 calendar days · evaluation purposes only | Free |
As finbourne.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
LUSID brings investment data, reconciliation, accounting, valuation, and risk workflows into one cloud platform. Buyers should note the evaluation-only trial and request pricing for ongoing use.
Facts from FINBOURNE LUSID's own pages
- Access
- The company provides a browser-based LUSID web app and online guides, tutorials, and API documentation. · finbourne.com, 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, 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, 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, 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, 4 Oct 2026
- Intended customers
- FINBOURNE says it serves asset managers, asset owners, and asset servicers. · finbourne.com, 4 Oct 2026
- Investment workflows
- The platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows. · finbourne.com, 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, 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, 4 Oct 2026
- Purpose
- LUSID is a cloud-native investment data management platform for investment management. · finbourne.com, 4 Oct 2026
- Reconciliation
- It can automatically reconcile data from custodians, brokers, and other sources. · finbourne.com, 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, 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, 4 Oct 2026
- Support resources
- The client hub links users to a knowledge base with product guides, tutorials, and API learning resources. · finbourne.com, 4 Oct 2026
- Valuation and returns
- Its IBOR features flexible valuation rules, P&L calculations, analytics, and portfolio, benchmark, and composite returns. · finbourne.com, 4 Oct 2026
Where FINBOURNE LUSID stands on Freedom251
- Portfolio Management Software#55 of 81