Increase operational efficiency
Avanza's transformational journey
Explore Avanza's journey over the past half decade, empowered by Limina IMS.
Outcome of
Moving to Limina:
Unlocked operational efficiency through exception based workflows.
Majority of manual processes removed
Saved 5-7 hours / person / week
Scalable growth
Added 33% more portfolios, with same team size
Reduced operational risk
Full audit trail of order raising process
Avanza's selection of Limina IMS
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What was different about Limina
What was different about Limina
Forward looking position and cash ladders including projections embedded into order-raising workflows. High automation level across trade lifecycle (all assets) and accounting integration/recon.
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Business impact
Business impact
Operational risk reduced by adding automation and closing spreadsheets. Time freed up for projects by exception-based workflows.
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Day to day change
Day to day change
Exception-based workflows: shifted from manual processes to maintaining automated processes in Limina. Added checks that weren’t possible before due to capacity constraints, such as benchmark constituent checks.
See how Limina can help!
Want to see how Limina can help you save valuable time in your daily investment management workflows?
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Discover transformational journeys investment managers have been through with Limina
Reduced costs (time and money) with a new operating model & kept oversight intact.
Operations Technology costs reduced by 43%.
Operations resources reduced by 50%, now only focused on escalated items.
Moved off spreadsheets - gained oversight for better & faster front office decisions.
30 team members stopped receiving 40 emails daily.
Portfolio managers saved up to 15h / person / week.
