It's near impossible (and not a good idea) for a product to be everything to everyone, due to the unique needs of different asset managers. At Limina, we build, deliver and service one product, the Limina Investment Management System. To save as much of your time as possible, we have made this article of 5 aspects that will help you find out if Limina could be a great fit for YOU.
Kristoffer Fürst CEO and Co-founder looks at when the Limina Investment Management System might be the right fit
You are looking for a system that will fit your operations workflows and investment processes. For example, you would like compliance rules to be configurable, data import and export jobs to be set up by business users (and not require developers) and a security master that connects to all your current and future sources.
In other words, you would like the solution to fit into your existing ecosystem of solutions and service providers without imposing unnecessary change.
If you want to explore Institutional Portfolio Management Software further, we've got you covered.
You're looking for a front-to-mid office solution covering Investment Book of Record and data quality controls within the same solution. Furthermore, you want a setup where compliance, IBOR, Portfolio Management System and Order Management System are all in the same solution.
You would like workflows for the front and middle office to be designed end to end to be as efficient and robust as possible.
You have an ecosystem of service providers and systems, such as execution systems, custodians, excel, terminals and more. You want to retain the autonomy to choose these systems, data sources and service providers.
Then you want the Investment Management Platform to connect as seamlessly as possible to them all, from day one. And you want it to be as smooth as possible as your integration needs develop over time.
We hope our video and blog were helpful and gave you a feel for whether Limina's cloud-based Investment Portfolio Management Software might be a good fit for you. As former Asset Managers ourselves, we've procured systems and know how difficult it can be to pick vendors apart. In order to further assist you in this process, we've created a guide to choosing the best IMS for your firm.
If you have questions or would like to know more about our investment portfolio management software, please don’t hesitate to contact us. You can also book a demo with our team to see our tools in action to learn more about Limina can help your firm achieve your goals.