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Spend less time on your daily investment management workflows

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

Homepage product areas - Portfolio management-1
Homepage product areas - OMS
Homepage product areas - Compliance
Homepage product areas - Risk
Homepage product areas - Performance attribution
Homepage product areas - Investment Operations
Homepage product areas - Data management

Trusted by investment managers with $100m - $30bn in AUM

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Exception-based

No more repetitive tasks

The benefits of automation, with full control. Our software helps your team move to an exception-based approach to the daily work.

Before vs after - With Limina
With Limina
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Before vs after - Without Limina
Before Limina
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“The move to Limina has been transformative for front office and investment operations. We’ve eliminated routine work - enabled by exception-based workflows.”

Genesis_GrayBG2
Head of Technology & Operations ControlGenesis Investment Management
Time saver #1

Smooth & flexible workflows

No more jumping between systems, screens and spreadsheets. Minimal manual data entry. Informed decisions based on a single source of truth you can trust. 

Model portfolio rebalancing
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Flexible model portfolio rebalancing
Flexible model portfolio rebalancing

Quickly rebalance portfolios, with the same control & flexibility you're used to from spreadsheets.

Pre-trade compliance
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Seamless pre-trade compliance
Seamless pre-trade compliance

No more manual checks - automatic pre-trade compliance for all your rules, with full audit.

Portfolio analysis incl. look-through
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Portfolio analysis incl. look-through
Portfolio analysis incl. look-through

Easily evaluate exposures from any angle, with multi-level look-through of derivatives, index and fund assets.

Reconciliation
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Exception-based reconciliation
Exception-based reconciliation

Automate reconciliations, with status summary & alerts that keep everyone (incl. Front Office) informed.

Trade enrichment
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No manual trade booking/enrichment
No manual trade booking/enrichment

Automatic enrichment of fees and settlement instructions. Any externally traded transactions can be automatically imported.

Security setup
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Quick & robust security setup
Quick & robust security setup

Plug & play market data connectivity, with customisable fields and validation rules that prevent data issues.

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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.”

Atle_GrayBG2
Portfolio managerAtle Investment Management
Time saver #2

Automated data import & export

Greatly reduce the time spent on manual data input and extracts with Limina's powerful connectivity:

  • Standard connectivity to the most popular data & service providers
  • Easily build your own custom integrations
Connectivity files and computer

Build a new custom integration in minutes

Anyone in your team can quickly build custom integrations directly with Limina - no coding required.

Easily integrate with any data source:

Connectivity examples
Time saver #3

Reduced reliance on spreadsheets

Comprehensive functionality for many of the tasks that traditionally have been done manually. Without sacrificing the flexibility you're used to from Excel.

 

spreadsheets

Some examples:

Home page use cases thumbnails - section3 - Rebalancing
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Portfolio re-allocation
Portfolio re-allocation

Easily simulate impact on portfolio changes both from a risk/exposure and cash perspective.

Home page use cases thumbnails - section3 - order planner
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Order planning (e.g. T+1 vs T+2)
Order planning (e.g. T+1 vs T+2)

View cumulative exposure and cash impact when planning orders for multiple trade dates & varying settlement cycles.

Home page use cases thumbnails - section3 - dashboards
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Portfolio visualisations
Portfolio visualisations

Visualise key measures of your portfolios with powerful dashboard capabilities.

Home page use cases thumbnails - section3 - reports
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Report generation
Report generation

Quickly build custom reports with our report builder app and Excel add-in.

Home page use cases thumbnails - section3 - recon
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Reconciliation
Reconciliation

Automate the daily routine of reconciling positions, cash, transactions and more, with our powerful exception-based reconciliation app.

Home page use cases thumbnails - section3 - price checks
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Price checks
Price checks

Automate checks for anomalies in prices, fx and analytics with our exception-based data quality control app.

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.”
Genesis_GrayBG2
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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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.