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Average Ratings 0 Ratings
Description
For more than two decades, Flightdeck has been dedicated to serving its customers since its inception in 2001. We cater to a diverse range of businesses, including estate agents and manufacturers, with a primary focus on the SME sector. Our ERP solutions are offered at a fraction of the price of traditional systems, making them accessible to smaller enterprises. At Flightdeck, we position ourselves between off-the-shelf software and fully customized solutions, allowing us to create add-ins that enhance the core application with tailored functionality. This approach has two main advantages: it enables us to develop small segments of code that require minimal testing and allows for straightforward deployment. Additionally, it minimizes risk for our clients, as development is swift and adjustments can be made easily if the outcome isn't as anticipated. The core Flightdeck application receives updates twice a year, driven by customer input, and successful features are incorporated into the main system. By continuously evolving based on user feedback, we ensure that our offerings remain relevant and effective in meeting the needs of our clients.
Description
LUSID surpasses traditional portfolio management systems by instilling confidence in key aspects such as positions, cash, P&L, and exposure, while also providing tools that enhance efficiency in investment operations. With all essential investment data consolidated in one location, users can swiftly access information regarding positions and cash, generate shadow NAVs, reconcile accounts, and create tailored functionalities using the built-in tools. Furthermore, it offers comprehensive tools and workflows to streamline daily operational tasks in both the middle and back office, including tools for managing the position life cycle and conducting reconciliations. Our platform also includes tax lot accounting, a variety of P&L statements, cash reports, and the ability to produce shadow NAVs. Built on a robust framework, LUSID functions as an append-only, immutable data store that securely captures data with dual time stamps, ensuring that no information is ever lost, even if deleted. Additionally, you can leverage advanced tools like our data virtualization engine to delve into your data and create customized analytics and reports tailored to your specific needs. This ensures that users can not only manage their portfolios effectively but also gain deep insights from their data for informed decision-making.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Software Sculptors
Website
softwaresculptors.co.uk
Vendor Details
Company Name
FINBOURNE
Founded
2016
Country
United Kingdom
Website
www.finbourne.com/lusid-portfolio-management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection