Skip to content
spreadsheet

How Limina helps asset managers

Move off spreadsheets and in-house systems

As your asset management business grows and matures, Excel and in-house systems are no longer adequate.

Limina IMS replaces up to 100% of in-house code and spreadsheets, both in Front Office and Operations.

Common issues with in-house systems & spreadsheets

1
Errors and no audit
  • Studies have shown that 90% of spreadsheets contain errors.
  • Spreadsheets add compliance concerns, due to lack of audit.
2
Requires development & maintenance
  • Spreadsheets are usually built by one person, creating key person risk
  • The spreadsheets often need to be rebuilt as the business evolves
3
Not scalable
  • In-house systems require costly internal dev teams to maintain and adapt
  • These in-house systems contribute minimally to performance
traderWinning

Limina can help!

There are 100s of ways to view a portfolio, raise orders etc. We try to take that into account when we design our product, so that it has smooth workflows that include the flexibility to adapt to your unique needs. Most of the time, we can help clients avoid having to go outside the platform at all to complete the workflows or analyse the portfolio. (But when you do, we also have excellent solutions for getting data in and out of the platform!)

Features that enable less excel & in-house systems

1
Intuitive & easy to use

Intuitive, easy-to-use solution that Front Office users actually like using - even more than Excel!

2
Same flexibility as excel

Ability to enrich portfolio views with external data and classifications and use for pivot views

3
Scalable, automated processes

With automation and built-in data quality controls, your team can do more with less.

Find out more about operational efficiency.

check (5)
A KEY OUTCOME OF REDUCED SPREADSHEET MAINTENANCE

Reduce key person risk

98% of asset managers struggle with key person risk.

With less time spent on internal development and managing spreadsheets, you reduce key person risk and enhance the bottom line.

Let's talk about

How we can help you move off spreadsheets and in-house systems

Contact-Us

 

Learn more about how Limina helps clients: