Who in your team is Limina for?

Affirm & match trades, manage cash, process corporate actions, stay on top of position lifecycle events and reconcile against any source.

• All with a high automation level thanks to exception-based workflows
• Track and monitor it all in a central process & task manager
• Ensure stakeholders know the state at all times through real-time dashboard

• Monitor & analyse portfolios with what-if simulations on any date (current or future)
• Raise orders with efficient rebalance & portfolio modelling capabilities. For one or many portfolios at once
• Easily explain return drivers with performance analysis, including vs benchmark

• Native order raising workflows for a wide range of investment styles (multi-asset)
• Route to any destination - brokers, outsourced trading desks and EMSs
• Handle illiquid markets with smooth Done for Day workflows and tracking drift vs target over time
• Smooth multi-portfolio support incl. allocation workflows for block orders

• A highly scalable platform to grow your business on without needing more manpower
• Continuous oversight of all your portfolios and processes with data controls, compliance workflows and powerful dashboards
• Exception-based workflows that notify on anomalies for operations to act and portfolio managers to be informed at all times

• Seamless pre-trade, intraday and post-trade compliance checks, with full audit. Seamlessly built into Front Office workflows
• Supports maker-checker, numerous limits and restrictions with no-code rule builder
• Comprehensive built-in risk analysis incl. exposures, sensitivities, VaR, historical scenarios & stress tests

• Strong connectivity - incl. ability to build your own integrations with our no-code ETL application
• Custom no-code report builder
• Extensible data models lets you enrich your security master & portfolio data with any custom data
• Cloud-native system; secure, access from anywhere, managed upgrades (minimal change management projects)