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.
Trusted by investment managers with $100m - $30bn in AUM
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.
“The move to Limina has been transformative for front office and investment operations. We’ve eliminated routine work - enabled by exception-based workflows.”
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.
Quickly rebalance portfolios, with the same control & flexibility you're used to from spreadsheets.
No more manual checks - automatic pre-trade compliance for all your rules, with full audit.
Easily evaluate exposures from any angle, with multi-level look-through of derivatives, index and fund assets.
Automate reconciliations, with status summary & alerts that keep everyone (incl. Front Office) informed.
Automatic enrichment of fees and settlement instructions. Any externally traded transactions can be automatically imported.
Plug & play market data connectivity, with customisable fields and validation rules that prevent data issues.
“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.”
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
Easily integrate with any data source:
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.
Some examples:
Easily simulate impact on portfolio changes both from a risk/exposure and cash perspective.
View cumulative exposure and cash impact when planning orders for multiple trade dates & varying settlement cycles.
Visualise key measures of your portfolios with powerful dashboard capabilities.
Quickly build custom reports with our report builder app and Excel add-in.
Automate the daily routine of reconciling positions, cash, transactions and more, with our powerful exception-based reconciliation app.
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?Why companies are switching to Limina
Client case studies
See how Avanza were able to raise operational efficiency and launch additional cross-asset funds with Limina
See how Limina helped Atle reduce operational risk and enhance oversight for internal and external managers
See how Limina helped streamline front office workflows and improve confidence in portfolio data
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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