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The modern platform for growing investment managers

Limina's investment management software helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation.

 

Limina IMS works on multiple devices

Trusted by asset managers, asset owners and hedge funds with $100mn - $30bn AUM

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Front-to-NAV

All your investment workflows in one place

Limina's Investment Management Solution (IMS) combines the workflows you need with powerful data & automation capabilities - all in one solution.

Limina's Investment Management System is an all in one solution
Why Limina

Spend less time on your daily investment management workflows

Smooth workflows and strong automation capabilities help you get your work done quickly. From anywhere.

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BEFORE LIMINA

Manual processes

Unsure if you can trust the data

Key person risk

Difficult to scale

WITH LIMINA

High automation level

Single source of truth - quality controlled

Full oversight

Highly scalable

“The move to Limina has been transformative for front office and investment operations. We’ve eliminated routine work - enabled by exception-based workflows.”

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Head of Technology & Operations ControlGenesis Investment Management

Explore Limina IMS

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Portfolio management
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Order management
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Risk & compliance
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Performance attribution
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Investment operations
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Data management
Front office

Monitor, analyze and calibrate your portfolios with ease

  • Flexible dashboard & portfolio views with 300+ measures, look-through and benchmark comparison
  • Smooth order raising & rebalance workflows for one or multiple portfolios at once
  • Powerful simulation capabilities incl. effect on positions, cash and compliance - today and forward-looking

Read more:
Portfolio management

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Front office

Efficiently create & manage orders through their lifecycle

  • Smooth order raising workflows for a wide range of investment styles (multi-asset)
  • Out-of-the-box connectivity to brokers, outsourced trading desks and EMS's
  • Multi-portfolio support incl. allocation workflows for block orders

Read more:
Order management

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Front & middle office

Compliance and risk analysis - embedded into your workflows

  • Seamless pre-trade, intraday and post-trade compliance checks, with full audit
  • Supports "any" type of limits and restrictions with our no-code rule builder
  • Comprehensive risk analysis incl. exposures, sensitivities, VaR, scenarios & stress tests

Read more:
Investment compliance
Risk management

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Front & middle office

Analyze portfolio returns vs benchmark

  • Analyze returns across any segment (sector, geography etc.)
  • Market standard attribution models (Brinson-Fachler)
  • No approximations - transaction-based & daily TWR, based on the complete & reconciled portfolio data

Read more:
Performance attribution

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Middle & back office

Operate with full oversight and exception-based workflows

Minimal effort - with full control - thanks to exception-based workflows for all the operations workflows you need:
  • Trade matching & affirmation
  • Reconciliation & shadow NAV
  • Cash management, corporate actions & position lifecycle
  • Operations Hub where you can keep track of any recurring processes

Read more:
Investment operations

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Middle & back office

Automate data governance and import & export workflows

  • Automated data quality controls
  • Extensible data models lets you enrich your security master & portfolio data with any custom data
  • Strong connectivity - incl. ability to build your own integrations with our no-code ETL application
  • Custom report builder

Read more:
Data management
Reporting

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“It’s such a modern portfolio management system – not only because it’s cloud-based, but the entire process flow and information I get is complete and up to date. It’s simple to use, flexible to work with, and it minimises the time for the entire trade workflow.”

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Portfolio managerAtle Investment Management

See how Limina can help!

Want to see how we can help you save valuable time in your daily investment management workflows?
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Why companies are switching to Limina

“The move has enabled more efficiencies and automation in dealing and portfolio rebalancing. This has been achieved while at the same time keeping the absolute highest quality in compliance controls that was already in place.”
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Managing directorGenesis Investment Management
“I believe that strategic partnership with Limina will significantly enhance our ability to deliver superior asset management services to our clients. The integration of their cutting-edge IT solutions with our existing framework will enable us to streamline operations, optimise efficiency, and provide real-time insights to our investment strategies.”
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Chief Executive OfficerNLB Skladi
“Limina has made it easier for our external asset managers to deal with our general administration tasks since using Limina means more automated processes than today. We plan to increase the number of products we offer further. Limina will continue to support us during this journey by decreasing the risks of releasing new funds and enabling us to grow with economies of scale.”
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Chief Investment OfficerAvanza
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Client testimonials

Read more about other investment managers' experience of working with Limina.

Get the latest research, insights and comparisons

 
 
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Let's talk about how Limina can help your team save valuable time each day.

Don't hesitate to get in touch - our experienced team is happy to advise on any questions you may have about the product and how it can fit into your landscape and support your target operating model.