Empower your Investment team

A complete investment platform for institutional managers to develop, test and deploy investment strategies at a fraction of time and cost

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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.

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.


Finsera's Ready-to-Use Foundation

Finsera makes it as simple as 1, 2, 3!
From investment strategy idea to production in days.
01
Start with a discovery call so we understand your investment needs
02
We demonstrate how you can implement them quickly using Finsera
03
Develop, test, and deploy your ideas using our platform
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An innovative and secure platform to explore and deploy investment ideas

Finsera provides asset managers with a robust and flexible toolkit to harness their investment insights.

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.