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.

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▶ Intro video

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.

With Limina

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Before Limina

Head of Technology & Operations ControlGenesis Investment Management

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

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.

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Flexible model portfolio rebalancing

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

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Seamless pre-trade compliance

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

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Portfolio analysis incl. look-through

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

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Exception-based reconciliation

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

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No manual trade booking/enrichment

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

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Quick & robust security setup

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.”

Portfolio managerAtle Investment Management

Some examples:

Home page use cases thumbnails - section3 - Rebalancing

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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)

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

Visualise key measures of your portfolios with powerful dashboard capabilities.

Home page use cases thumbnails - section3 - reports

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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

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

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Price checks

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

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.”

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.”

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.”