Finsera connects every stakeholder — from research to execution — in one collaborative, data-driven platform.
RIAs, Trading Desks and ETF Providers
Design, track, and optimize client portfolios with integrated analytics and automated reporting. Manage exposure, attribution, and performance insights all from one unified interface.
Research & Analysts
Test ideas, develop factors, and model scenarios faster than ever. Access robust data pipelines and analytics to turn insights into deployable strategies.
Portfolio Managers
Construct, rebalance, and monitor portfolios in minutes. Finsera’s modular architecture supports your full workflow — from research to live execution.
RIAs, Trading Desks and ETF Providers
Integrate and showcase your datasets securely to institutional clients. Finsera enables fast adoption and monetization of your proprietary data sources.
Finsera's Ready-to-Use Foundation
Data Integration & Management
Factor Modeling
Portfolio Construction
Operational & Trading Integration
Data Source Management
Backtest Engine
Basket Builder
Portfolio Performance & Analytics
and a lot more...
A Platform You Can Trust
Innovative
Unified architecture that connects research, modeling, and trading into one seamless flow.
Secure
Enterprise-grade protection and compliance standards built for institutional confidence.
Scalable
From boutique funds to global managers — Finsera adapts as your strategies grow.
