Guide to choosing the best Investment Management Solution

Our handy guide outlines the key considerations to consider when choosing an investment management solution to help you evaluate the suitability of prospective solutions and inform your selection process.

At Limina we have been clients and know that transparent advice is hard to come by. We know it's difficult to know how to evaluate an Investment management system (IMS) and that is why we have created this guide.

We aim to keep this guide as honest as possible because we truly want to help you as a fellow investment manager. There are no one-size-fits-all solutions, as certain vendors and platforms will better suit different firms, depending on your business needs, size, client base and other factors. Therefore, it’s important to assess the strengths, weaknesses and functionality of different solutions and their suitability, based on your firm’s specific requirements.

Our handy guide outlines the key considerations to consider when choosing an investment management solution to help you evaluate the suitability of prospective solutions and inform your selection process.

Our guide to choosing the best Investment Management Solution covers:

• Questions your firm must ask about its IMS needs
• Factors to consider when choosing an Investment Management Solution
• Capabilities to expect from the best Investment Management Solutions
• Key questions to ask before choosing an IMS provider
• Top investment trends to be aware of that might influence your decision