Limina IMS
Limina IMS is the world’s most intuitive Investment Management Solution and covers order, portfolio, real-time risk and compliance management as well as collaboration tools. Some of the core use cases of Limina IMS throughout the trade lifecycle are:
1. Simulate hypothetical trade ideas
Easily test trade ideas - enter hypothetical trades and see effect on exposures, risks etc. Check compliance (audited) and send the trade for execution internally or externally.
2. Effortless pre-trade, intraday and EOD compliance controls
Limina IMS performs automatic pre-trade compliance checks, as well as scheduled checks intraday. The configurable compliance rules can be set up to track limits – both warning and blocking - and restrict actions and trading that would break compliance rules.
Limina IMS logs all checks for future reference, and the collaborative breach workflow enables you to easily add notes and request a permissioned user to mark the breach as resolved.
3. Place and manage orders and fills
Limina IMS’s intuitive order management capabilities are seamlessly connected with the portfolio management and compliance workflows. Orders can be sent directly to 600+ brokers as well as through execution management systems such as Bloomberg EMSX.
4. Real-time P&L and risk views
Customizable views to monitor real-time risks (DV01, Greeks etc.), P&L and exposures. Limina IMS can notify you on events and risk changes.
5. Trades & positions automatically managed
Positions created on any hierarchy-level and the configurable parameter engines automatically populates trading fees, funding costs, trade parameters etc.
6. Automatically report & reconcile
Limina IMS will reconcile with 3rd party platforms in any way required. Trades, P&L, positions and more can be reported automatically and easily reconciled with fund admins, prime brokers and custodians.
7. Comprehensive operations solutions
Limina IMS tracks all cash accounts and cash flows automatically, and includes an intuitive real-time view of your current and upcoming cash liquidity ("Cash Ladder") which can be easily sliced and diced across any accounts and cash flows – past, present and future.
8. Automatically manage events in your portfolio
Events such as payments, maturities and corporate actions processing are handled automatically as a core function in Limina IMS. You can easily ask Limina IMS keep track of events for you.