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.
Analytics
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.
Trading integration
Tradelists are automatically generated within Finsera and the platform’s API interface allows for a seamless integration with any trading platform. End of day executions are uploaded to your portfolio management systems to complete the settlement process.
Operational oversight
Review risk and return attribution reports. Maintain historical positions and strategy changes and analyze performance over time. Role-based access control to manage who has access to production and research.
An innovative and secure platform to explore and deploy investment ideas
Finsera provides asset managers a robust and flexible toolkit to harness their investment insights
