LIBRIS Financial

Investment & Asset Management Software

The Exact Portfolio Management Solution


LIBRIS Financial Portfolio Management solution for Wealth Managers, Institutional Funds, VCT’s, Multi-Managers, In-house Funds, Charities and Trusts, offers Investment& Asset Managers a comprehensive, highly configurable and progressive software platform. LIBRIS Financial is a complete solution, providing a modern, advanced single platform for Front, Middle and Back Office processes combining Order Management & Dealing, STP, Portfolio Accounting, Workflow Management, General Ledger, Comprehensive Client Reporting, Performance Attribution, HMRC reporting, Risk Management, Compliance Management, Web Services and Client Web Portal incorporating custom 'apps' for operating key functions, checks and portfolio enquiries & reporting via the iPhone and iPad.

Offering a high level of STP, along with security information feeds, custodian interfaces providing automated reconciliations and settlement interfaces to Euroclear/Crest and mutual funds via our own inbuilt Calastone interfaces. Orders can be imported from any OMS or created through resident Libris Financial Dealing and Portfolio Modelling functions. With full Multi-Company and Multi-Currency with a comprehensive General Ledger, built in Performance Attribution and flexible, automated Client Reporting, LIBRIS Financial offers an immense range of functionality ready to fit 100% with your business process.