Production & Trading

Extends the platform from research to trading. With Finsera, managers have the ability to oversee the strategy deployment process and manage the portfolio rebalance configuration.*

Operational & Trading Interface

Built-in integration with internal or portfolio management systems, prime brokers, and other third parties. Built with API interface to seamlessly integrate with any execution management system.*


Automated rebalance-generated risk and attribution reports. Easily drill down for a detailed view of current historical holdings, backtest positions, and tradelist. Automated rebalance-generated risk and return attribution reports.*

Unleash your investment insights