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.

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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.

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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.

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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.

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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.

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Seamless Execution Integration

Connect directly to internal systems, PMS platforms, prime brokers, and EMS tools through Finsera’s API layer. Orders, tradelists, and allocations flow cleanly, ensuring consistent execution across all trading partners.

Configurable Rebalance Engine

Define and oversee your full deployment workflow — from model output to executed trades. Customize rebalance schedules, constraints, and tolerance thresholds while maintaining full transparency into every step of the process.

Automated Risk & Attribution Reporting

Generate risk, performance, and attribution reports for every rebalance cycle. Drill into current and historical holdings, backtest positions, and tradelists with one click — all validated and aligned under a unified data structure.

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Portfolio Manager

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.

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Thematic Baskets

The Finsera platform offers a friendly yet powerful tool set, the Basket Builder, to build and analyze custom baskets

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Maximize your productivity with our comprehensive data integration tools

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

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