How Limina helps asset managers
Increase operational efficiency
Optimising investment operations is crucial for expanding your business, particularly when launching new funds or mandates. It is pivotal in enhancing overall profitability, as streamlined operations allow for a more efficient management team.
Utilising appropriate software can empower your operations team to achieve greater efficiency.
98% OF ASSET MANAGERS HAVE UNNECESSARY MANUAL PROCESSES
This is typically caused by:
Limina can help!
We design our product and its workflows with a great focus on the user experience. The result is smooth, efficient workflows for portfolio managers to view, calibrate and rebalance portfolios, and exception-based workflows for everyone else, to ensure processes are completed on time and data issues are resolved immediately - with minimal effort.
SAVE UP TO 4 HOURS PER PERSON EACH DAY
With carefully designed solutions across the investment management workflows, we help clients significantly improve their operational efficiency.
The productivity gains PER PERSON EACH DAY can be as much as:
Exception-based workflows
Exception-based workflows means that the system is responsible for identifying potential issues.
Tasks that are of type “control that …” can be performed by the system, instead of your operations team, allowing them to focus on resolving issues instead.
Read more about Limina’s capabilities for Investment Operations.
Automatic data quality controls
- Missing instrument setup
- Unprocessed orders
- Cash import delays
- Compliance anomalies
- Large price movements
The system flags any exceptions for your team to evaluate, which:
- Frees up significant time for your team
- Allows you to run checks continuously, so your team can catch issues earlier
Find out about Limina’s Investment Data Management Capabilities
Limina will not only check data for you but also run processes automatically, such as:
- Reconciliations
- Instrument Setup & Maintenance
- Corporate Actions Import
Simplified connectivity
Integrations is a core challenge in the industry, with issues like:
- Integrations are usually expensive and unstable (breaking on upgrades)
- When you want to change an integration, you have to wait for the vendor
We have created a proprietary import/export application that business users can leverage to create and change integrations in minutes.
The application comes at no additional charge, which turns traditional integration costs on its head. View a video of Limina’s Import and Export application.
Beyond cost, the integrations are auto-tested before each release, making them more stable than anything you've experienced before!
How we can help you increase operational efficiency
Learn more about how Limina helps clients:
Empower your operations team with the right software solutions to increase operational efficiency and productivity.
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