FINBOURNE LUSID

What it does

Access

The company provides a browser-based LUSID web app and online guides, tutorials, and API documentation.checked 4 Oct 2026

Data aggregation

LUSID consolidates and standardises investment data from multiple sources and maintains an audit trail of data changes and transactions.checked 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.checked 4 Oct 2026

Evaluation terms

The free evaluation lasts 30 calendar days, is for evaluation purposes only, and ends automatically after that period.checked 4 Oct 2026

Integrations

FINBOURNE describes LUSID as API-first and says its APIs are designed to integrate with existing platforms and systems.checked 4 Oct 2026

Intended customers

FINBOURNE says it serves asset managers, asset owners, and asset servicers.checked 4 Oct 2026

Investment workflows

The platform supports IBOR, ABOR, tax-lot accounting, valuation, and risk workflows.checked 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.checked 4 Oct 2026

Portfolio view

Its IBOR solution provides a near real-time view of positions and transactions across public and private assets.checked 4 Oct 2026

Purpose

LUSID is a cloud-native investment data management platform for investment management.checked 4 Oct 2026

Reconciliation

It can automatically reconcile data from custodians, brokers, and other sources.checked 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.checked 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.checked 4 Oct 2026

Support resources

The client hub links users to a knowledge base with product guides, tutorials, and API learning resources.checked 4 Oct 2026

Valuation and returns

Its IBOR features flexible valuation rules, P&L calculations, analytics, and portfolio, benchmark, and composite returns.checked 4 Oct 2026