Investment Management Software

Operational efficiency

Sophisticated exception-based workflows help you get more done, with less.

Operational alpha

Leading IBOR capabilities help you reduce your cash buffers, with confidence.

Oversight

Enhance your investment process oversight with dashboards and alerts.

Reduce TCO

Higher automation-level -> less manpower to run. No IT footprint.

Empower your team

Limina’s Software for Investment Management combines the functional scope of traditional solutions with the speed and intuitiveness expected from modern web-based solutions. Combined, your team can enjoy:

Complete, accurate and real-time investment data – ensuring you can make investment decisions with confidence
A fully web-based solution lets you access your workflows and precise portfolio data from anywhere and on any device
Fast and easy access to new functionality with our frequent and fully managed upgrades - fit for you governance processes
Superior security and reliability, simplifying Business Continuity Processes

Holistic workflows Sophisticated Portfolio and Order Management solutions and Pre & Post-trade Compliance empower the Front Office. Data Management and Portfolio Administration capabilities makes Middle Office more efficient. Optional risk & Portfolio Performance attribution add-ons complete the holistic solution.

Multi-asset class

Limina IMS is a cross-asset solution powered by a live-extract Investment Book of record (IBOR) at the heart of investment processes.

Our clients trade a wide variety of products across Equities, Collective investment vehicles, FX, Debt/Fixed income, listed futures & options, swaps and OTC products.

Portfolio data you can trust

With Limina, your team can achieve the highest level of portfolio data quality with minimal effort - thanks to a groundbreaking approach to connectivity and embedded data management capabilities. More confident investment decisions are enabled with investment data quality improved.

The feedback from our clients is clear, Limina’s cloud-native Investment Management Software is not only powerful but user-friendly. The end result is enhanced operational efficiency, reduced operating costs and increased performance.

Single source of truth, in real-time

The Limina Investment Management Solution provides your team with a complete and accurate real-time view of all investment data. This data includes current, forward-looking and historical positions, exposures, P&L, cash ladder and more. You get it when and where you need it – embedded in the investment lifecycle and any device.

Limina was founded in 2014 to create a system that significantly improves asset managers’ workflows and decision support.

The critical insight towards this goal was that to serve Front & Middle Office better than previous investment solutions - a fresh approach was required in technology and the underlying architecture for serving positions, cash and security data.

From a blank canvas and leveraging modern technology, Limina IMS was engineered with a 3rd generation live-extract IBOR at the core, powering the Portfolio Management, Compliance, Risk, Performance Attribution and OMS Trading Software. All modules are fully cloud-based and easily accessible from a web browser.

Flexible & Intuitive

During the past decade, integrated investment management solutions have become the standard choice for investment managers.

But... there is no front-to-back system with solid capabilities in all areas, so most asset managers still have multiple investment management systems for various functions.

Reducing the number of investment management systems is the clear operating model of the future. The question is: how do you get there with increased operational efficiency and lower operating costs?

The design of Limina allows it to fit multiple operating models without custom code. It can, for example, start as a pure OMS / PMS or be the entire front-to-middle office solution. In cases where back office functions are outsourced, some of our clients don’t run an accounting platform and instead rely on Limina as the only system for all their needs.

Open platform

Limina's powerful connectivity capabilities ensures it can fit into your system landscape and work with your existing systems. Our software for investment managers is independent, and we don’t have a vested interest in what third parties you work with. Here are some examples of integrations:

Comprehensive workflow and data integrations with terminal solutions and market data providers
Integrations with prominent EMS solutions and outsourced trading providers
Out-of-the-box connectivity to performance and portfolio risk software (which we also offer as part of Limina IMS)
Integrated analytics from companies such as Bloomberg; natively connected in portfolio views and order-raising workflows
Extensive custody and fund accounting integrations