LUSID is an API first, SaaS native Investment Data Management System (IDMS): a consolidated book of record that ingests, calculates, extends, and distributes your investment data throughout your entire organisation and your investors, clients, and third parties. Using Okta, you can quickly and securely access LUSID with Single Sign-On (SSO) and user provisioning.
You can set up the LUSID integration with Indent in a few minutes:
Get a demo of the Indent + LUSID integration: schedule now →
We use Indent at Reclaim and have awesome production access workflows (paired with Tailscale). Indent makes being SOC2 compliant not a drag.