FINBOURNE
HQ Address
1 Carter Lane, London, EC4V 5ER, United Kingdom
Website Address
Business introduction
Founded in 2016, and with operations in North America, Europe, the UK and Asia-Pacific, FINBOURNE’s mission is to help financial services firms unlock the power of data and investment functionality and greatly enhance the services our clients can provide to their clients
Across the investment lifecycle and beyond, we are enabling the next waves of technological change. The network of data and functions we deliver to AI and ML programming ecosystems can transform the operating model for clients, readying them for the coming wave of AI-driven efficiencies.
What we do
FINBOURNE is a market-leading provider of investment management solutions and a cloud-native data management platform. Many of the world’s leading asset managers, alternative asset managers, asset owners, and asset servicers benefit from the insight, efficiency and scalability FINBOURNE’s functionality enables.
After years of accumulated legacy systems, our solutions provide the transparency and flexibility that organisations need to better serve clients in a constantly evolving market. Our products, LUSID®, and Luminesce® are designed to liberate, simplify and connect data. Across the investment lifecycle, investment and operations teams can increase revenue, reduce costs and better manage risk.
FINBOURNE Solutions
Compliance
Centralised compliance control Manage firm-wide and entity-specific rules from a single, standardised library Ensure consistency, control, and transparency across the organisation Streamlined compliance reporting Generate scheduled or ad-hoc reports in seconds Eliminate manual data gathering and reduce reporting overhead Efficient breach detection and resolution Instantly detect breaches and assign ownership Automate workflows to reduce risk and accelerate resolution ...
business needs
view solutionEnterprise Data Management (EDM+)
Unified, trusted data foundation Centralise data for consistency, accuracy, and transparency Customise access and views by role to support informed, confident decisions Instant access to complete data histories Instantly retrieve any data point with full historical context Accelerate analysis, compliance, and audit readiness Seamless integration with any data model Connect to any system or provider, no custom......
business needs
view solutionFund accounting
Unified coverage across public and private markets End-to-end support for all investment instruments Delivered through a single, integrated platform Integrated workflow and reconciliation engines Automate data processing and exception management Simplify analysis within one platform On-demand financial analysis with full historical context Use “Timelines” to rewind business or system dates View multiple historical scenarios from a single, accurate......
business needs
view solutionIBOR
Always-on, real-time investment insight Tax-lot enabled, multi-currency view of current and projected holdings Supports lifecycle events, valuations, analytics, and performance tracking Smart automation, total control Fully auditable with client-configurable workflows and enterprise automation Accessible via APIs, Excel, Jupyter, notebooks, and LLM assistant support Seamless connectivity, limitless scale Integrates with platforms like Bloomberg, Aladdin, and more Scales effortlessly across......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Order Management System (OMS)
Full order lifecycle support Seamlessly create, split, and route orders directly to brokers or venues No workarounds, order data is fully tracked end-to-end Real-time trade blotter Maintain a live, firm-wide view of all trade activity Actionable dashboards update continuously for better oversight Automated trading workflows Route orders and assign approvals automatically based on pre-defined rules Minimise manual intervention......
business needs
view solutionPortfolio Management System (PMS)
Construct and optimise complex portfolios Allocate across listed and unlisted assets using models or benchmarks Support efficient, strategy-aligned investment decisions Create flexible, whole-of-fund views Generate tailored portfolio analyses for investment teams, risk, and clients Support diverse stakeholder needs with dynamic data views Make informed rebalancing decisions Visualise full impact of rebalancing actions before and after execution Factor in......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Transfer agency
Complete share register and valuation capabilities Full oversight of investor activity in one platform Track transactions, run real-time NAV/GAV valuations, manage distributions, and ensure compliance Streamlined transaction automation across channels Automate the full transaction lifecycle, from compliance checks to trade execution Maintain transparency and governance throughout Robust complex fee calculation and processing Handle complex fee structures including......
