Production Module

Built-in integration with internal systems, custody or fund administrator to complete the production environment from research to trading.

 

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.

3d Hands sharing money as an example of trading
Two board directives reviewing the general oversight of a portfolio

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