Wealth Advisors

Finsera offers a comprehensive set of tools to help advisors manage clients’ portfolios.

Advisors can build and analyze broad-based, thematic or dynamic investment baskets based on fundamental or macro views, and detailed risk analytics, performance attribution and scenario modeling to evaluate portfolio risk and exposures.
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Research Analysts

Research groups can quickly vet investment ideas, develop factors and analyze models for their clients and internal teams.

Quantitative managers have access to a comprehensive end-to-end research infrastructure with detailed return and risk analytics from a library of tools and data sets.

Portfolio Managers

Managers can incorporate systematic analysis in their processes in a fraction of the time. The robust architecture allows for efficient scenario analysis.

They can launch quickly, develop strategies on the platform's fully automated process, and oversee the strategy re-balancing process from research to trading.

Data Providers

Data providers are using Finsera to showcase their data to their clients. The platform significantly shortens a manager's review of the data and its adoption.

With the platform managers can use built-in tools to explore the data, build and analyze factors on the fly. The platform is fully integrated with leading data vendors.
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Finsera makes it as simple as 1, 2, 3!

From investment strategy idea to production in days.

Start with a discovery call so we understand your investment needs

We demonstrate how you can implement them quickly using Finsera

Develop, test, and deploy your ideas using our platform

Schedule a demo →

Intuitive, enabling and cost effective

State-of-the art investment platforms are increasingly out of reach for most managers who do not have the means to build a team of quantitative researchers and developers, and support a complex infrastructure.

Empower your Investment team

Wealth Advisors

Research Analysts

Portfolio Managers

Data Providers

Finsera's Ready-to-Use Foundation

Data Integration & Analytics

Factor Modeling

Portfolio Construction

Operational & Trading Integration

Data Source Management

Backtest Engine

Basket Builder

Portfolio Performance & Analytics

and a lot more...

An innovative and secure platform to explore and deploy investment ideas

Intuitive, enabling and cost effective

Empower Your Investment Team