Limina | Investment management workflow efficiency

“The move to Limina has been transformative for front office and investment operations. We’ve eliminated routine work - enabled by exception-based workflows.”

Head of Technology & Operations ControlGenesis Investment Management

Our #1 USP

How Limina saves valuable time for front office & operations teams

Smooth & exception-based workflows

The right tools for the job for front & middle office - minimizing workarounds and manual steps.

Automate your data import & export jobs

Our intuitive no-code integration builder application makes it easy to automate any data import & export jobs.

Reduced reliance on spreadsheets

Comprehensive & flexible functionality can replace most tasks traditionally done in spreadsheets.

Time saver #1

Smooth & flexible workflows

No more jumping between systems, screens and spreadsheets. Minimal manual data entry. Informed decisions based on a single source of truth you can trust.

All
Front office
Middle office

TOUCH

Flexible model portfolio rebalancing

Quickly rebalance portfolios, with the same control & flexibility you're used to from spreadsheets.

TOUCH

Seamless pre-trade compliance

No more manual checks - automatic pre-trade compliance for all your rules, with full audit.

TOUCH

Portfolio analysis incl. look-through

Easily evaluate exposures from any angle, with multi-level look-through of derivatives, index and fund assets.

TOUCH

Exception-based reconciliation

Automate reconciliations, with status summary & alerts that keep everyone (incl. Front Office) informed.

TOUCH

No manual trade booking/enrichment

Automatic enrichment of fees and settlement instructions. Any externally traded transactions can be automatically imported.

TOUCH

Quick & robust security setup

Plug & play market data connectivity, with customisable fields and validation rules that prevent data issues.

“It’s such a modern portfolio management system – not only because it’s cloud-based, but the entire process flow and information I get is complete and up to date. It’s simple to use, flexible to work with, and it minimises the time for the entire trade workflow.”

Portfolio managerAtle Investment Management

Some examples:

All
Front office
Middle office

Home page use cases thumbnails - section3 - Rebalancing

TOUCH

Portfolio re-allocation

Easily simulate impact on portfolio changes both from a risk/exposure and cash perspective.

Home page use cases thumbnails - section3 - order planner

TOUCH

Order planning (e.g. T+1 vs T+2)

View cumulative exposure and cash impact when planning orders for multiple trade dates & varying settlement cycles.

Home page use cases thumbnails - section3 - dashboards

TOUCH

Portfolio visualisations

Visualise key measures of your portfolios with powerful dashboard capabilities.

Home page use cases thumbnails - section3 - reports

TOUCH

Report generation

Quickly build custom reports with our report builder app and Excel add-in.

Home page use cases thumbnails - section3 - recon

TOUCH

Reconciliation

Automate the daily routine of reconciling positions, cash, transactions and more, with our powerful exception-based reconciliation app.

TOUCH

Price checks

Automate checks for anomalies in prices, fx and analytics with our exception-based data quality control app.

Why companies are switching to Limina

“The move has enabled more efficiencies and automation in dealing and portfolio rebalancing. This has been achieved while at the same time keeping the absolute highest quality in compliance controls that was already in place.”

Managing directorGenesis Investment Management

“I believe that strategic partnership with Limina will significantly enhance our ability to deliver superior asset management services to our clients. The integration of their cutting-edge IT solutions with our existing framework will enable us to streamline operations, optimise efficiency, and provide real-time insights to our investment strategies.”

Chief Executive OfficerNLB Skladi

“Limina has made it easier for our external asset managers to deal with our general administration tasks since using Limina means more automated processes than today. We plan to increase the number of products we offer further. Limina will continue to support us during this journey by decreasing the risks of releasing new funds and enabling us to grow with economies of scale.”