No. 50of 81 ·Portfolio Management Software

FINBOURNE LUSID

Web · API

Freedom report

Two barsScore 5.9

Free tierA free tier is on its own pricing page
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

FINBOURNE LUSID is ranked #50 of 81 in portfolio management software on Freedom251. It runs on API, Web. A free trial is offered.

FINBOURNE LUSID plans and pricing

All plans

LUSID evaluation Free 30 calendar days · evaluation purposes only finbourne.com · 4 Oct 2026

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The record

Purpose: LUSID is a cloud-native investment data management platform for investment management.
Portfolio view: Its IBOR solution provides a near real-time view of positions and transactions across public and private assets.
Data aggregation: LUSID consolidates and standardises investment data from multiple sources and maintains an audit trail of data changes and transactions.
Reconciliation: It can automatically reconcile data from custodians, brokers, and other sources.
Investment workflows: The platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows.
Valuation and returns: Its IBOR features flexible valuation rules, P&L calculations, analytics, and portfolio, benchmark, and composite returns.
Integrations: FINBOURNE describes LUSID as API-first and says its APIs are designed to integrate with existing platforms and systems.
Named integration: FINBOURNE announced an integration that brings LSEG Yield Book fixed-income data and analytics into LUSID, with launch planned for Q2 2026.
Access: The company provides a browser-based LUSID web app and online guides, tutorials, and API documentation.
Security controls: LUSID provides role-based access control, requires MFA for interactive users by default, and encrypts data at rest and in transit.
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.
Evaluation terms: The free evaluation lasts 30 calendar days, is for evaluation purposes only, and ends automatically after that period.
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.
Support resources: The client hub links users to a knowledge base with product guides, tutorials, and API learning resources.

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#50 of 81

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Sources

finbourne.com/company/about-us/· checked 4 Oct 2026
finbourne.com/lusid-ibor-and-abor/· checked 4 Oct 2026
finbourne.com/baillie-gifford-selects-finbournes-lusi· checked 4 Oct 2026
finbourne.com/finbourne-and-lseg-extend-partnership-t· checked 4 Oct 2026
finbourne.com/client-hub/· checked 4 Oct 2026
finbourne.com/security/· checked 4 Oct 2026
finbourne.com/terms-conditions/lusid-terms-conditions· checked 4 Oct 2026