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Ratings and Reviews 0 Ratings
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ZenTreasuryZenTreasury is the financial contract accounting subledger for the Office of the CFO. Group controllers, CFOs, treasury managers, and auditors all work from the same contract data, because the ERP that posts the journal entry does not know the contract behind it. Add a lease once and ZenTreasury generates the right of use asset, the liability, and the full period by period schedule automatically, with depreciation, interest, and balance carry forward following the standard from day one. Index-linked remeasurement is handled automatically: index rates, base values, applied dates, and next indexation dates are tracked per contract and applied on schedule. Every modification, including scope changes, term extensions, rate revisions, and partial terminations, triggers a recalculation and is logged with a timestamp and user, so the before and after picture is always there without a follow up request. On the treasury side, ZenTreasury centralises FX position management (forwards, swaps, cross currency instruments with mark-to-market), internal and external loan and money market tracking with DCF valuation against yield curves and automated interest calculations, trade finance and guarantee monitoring with fee and exposure tracking, and group wide cash flow forecasting with scenario modelling. All multi entity, multi currency, with a complete per-field audit trail and direct bank connectivity. Every customer gets a dedicated, isolated database, so lease and treasury data is never shared with other tenants. This is a meaningful differentiator for enterprise audit and GDPR requirements. Multi entity, multi currency, SSO (Azure, Entra, Google, Microsoft 365), MFA, and role-based access are all included. It is one platform, not a bundle of modules: accounting is included, and pricing scales to the contracts, entities, and users you actually run. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client
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MuleSoft Anypoint PlatformMuleSoft is an enterprise platform built to make AI agents, APIs, applications, data, and systems easier to connect, govern, secure, and orchestrate from one centralized control plane. It helps organizations move into the agentic era by giving IT teams the tools to manage AI-driven interactions without losing visibility or control. MuleSoft Agent Fabric enables companies to govern and coordinate AI agents across different platforms, supporting compliance, performance improvement, and stronger business value. MuleSoft Omni Gateway helps teams oversee every interaction between APIs, agents, models, and enterprise systems across multiple environments. The platform also includes Trusted Agent Identity, which helps agents securely act on behalf of users when interacting with downstream services. With MuleSoft Agent Scanners, organizations can discover AI agents across platforms such as Amazon Bedrock and Google Vertex AI, then register them in a governed system to reduce shadow AI. MuleSoft Agent Registry centralizes agents, tools, and digital assets, while Agent Broker supports complex process orchestration through defined rules and dynamic task routing. The platform also supports multi-agent collaboration, API governance, monitoring, partner management, intelligent document processing, and hundreds of prebuilt connectors. Development teams can build APIs, integrations, and automations using natural language, clicks, or code through tools such as MuleSoft Vibes, MuleSoft Your Way, and Anypoint Code Builder. MuleSoft also supports customer success through professional services, training, partners, documentation, tutorials, demos, and community resources. MuleSoft is built for organizations that want to accelerate AI adoption, modernize integration, improve governance, and confidently scale agentic workflows across the enterprise.
What is LUSID?
LUSID outshines conventional portfolio management systems by boosting confidence in critical areas such as positions, cash flow, profit and loss, and exposure, while also equipping users with tools to enhance operational efficiency in their investment activities. By centralizing all vital investment information in a single platform, users can quickly retrieve data on positions and cash, produce shadow net asset values, reconcile accounts, and develop customized features using the available tools. Additionally, it provides an extensive suite of tools and workflows designed to optimize daily operational processes in both the middle and back office, including resources for handling the lifecycle of positions and performing reconciliations. The platform incorporates tax lot accounting, multiple profit and loss statements, cash flow reports, and the capability to generate shadow NAVs. LUSID is built on a resilient framework that serves as an append-only, immutable data repository, which securely records data with dual timestamps, guaranteeing that no information is ever permanently discarded, even if it is deleted. Moreover, users can utilize advanced features such as our data virtualization engine to explore their data and develop bespoke analytics and reports that cater to their unique requirements. This comprehensive approach not only enables effective portfolio management but also empowers users to derive meaningful insights from their data, facilitating well-informed decision-making and strategic planning. Ultimately, LUSID transforms the way investment managers approach their operations, making them more agile and responsive in a dynamic market environment.
What is 13Radar?
13Radar is a sophisticated analytics platform designed to analyze institutional holdings as reported on U.S. SEC Form 13F. It transforms raw quarterly filing data into structured and meaningful insights, allowing users to track the investment strategies of major hedge funds and asset managers. Investors can explore fund positions in detail, examine sector allocations, monitor historical changes, and stay informed about the portfolios of well-known figures such as Warren Buffett and Michael Burry, along with other top fund managers.
The platform boasts extensive fund dashboards, position-level metrics, ownership trends, and analyses of quarterly changes. Users can efficiently search for data by fund, ticker symbol, or sector, which deepens their comprehension of institutional activities related to buying, selling, or solidifying positions. With a commitment to data accuracy, normalization, and an interface that is both swift and intuitive, 13Radar meets the demands of both casual investors and professional analysts who require thorough research. Furthermore, the platform's regular updates guarantee that users consistently have access to the latest information on institutional holdings and market trends, enhancing their investment decision-making process.
Media
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
FINBOURNE
Date Founded
2016
Company Location
United Kingdom
Company Website
www.finbourne.com/lusid-portfolio-management
Company Facts
Organization Name
13Radar
Date Founded
2025
Company Website
www.13radar.com
Categories and Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection