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.
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Trusted by asset managers, asset owners and hedge funds with $100mn - $30bn AUM
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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.
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Spend less time on your daily investment management workflows
Smooth workflows and strong automation capabilities help you get your work done quickly. From anywhere.
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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Explore Limina IMS
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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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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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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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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Operate with full oversight and exception-based workflows
- 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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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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See how Limina can help!
Want to see how we can help you save valuable time in your daily investment management workflows?
Why companies are switching to Limina
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Want to learn more?
Regardless of where you are in your journey toward a new investment solution, we have plenty of useful resources that are sure to help:
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Sign up for a free 30min intro session with our CEO & founder!
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Use our free resource to ask better questions to the vendors you are evaluating.
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It's a jungle out there. Our guide helps you navigate it!
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Free collection of thoughtful and actionable advice when selecting investment software.
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Learn more about Limina's investment management software.
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Check to see if Limina IMS is the right system for you.
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Check when we might not be the best fit for you.
Read MoreGet the latest research, insights and comparisons
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