Investment Management Software

Global Asset Managers rely on Limina’s cloud-based Investment Management Software (IMS).

With Limina, managers unlock a new era of

  • Operational efficiency
  • Cost control
  • Alpha generation

As an open investment management platform, the IMS operates with other systems and data sources to enable a complete, accurate, and timely view of investment data.

 

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Investment Management Solution from Limina

A Multi-Asset Class, Investment Manager Software – Loved by Clients

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

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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.

Investment Management Solutions Designed to Fit Your Operating Model

Designed to Decrease
the Number of Systems You Need

During the past decade, integrated front-to-back systems 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.

Explore How Limina Can Fit Into Your Operating Model

A Real-time System  - Built From Scratch for Today’s Requirements

Are You Leaving Performance on the Table?

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.

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.


Empower Your Team - With Exceptional Investment Management Solutions

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 Continuitiy Processes
Access your IMS from anywhere

Working 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

 

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Supported By a Team that Understands You

Our customer success team has extensive hands-on experience from asset management firms. You’ll have a dedicated cross-functional team at Limina who’ll get to know you and stay with you. Our team will work with you on everything from the initial setup to questions arising in production.

We’re passionate about helping you get the most out of the solution and continually gather feedback to improve the product. We collaborate closely with our clients to ensure you get the most value possible from the solution. 

A team that understands Asset Managers
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We Want to Help Another Asset Manager in Your Region, Will It Be You?  

The collaborative atmosphere has been among the most surprising and overwhelmingly positive learnings. We have established a relationship with Limina that is imbued with regular feedback and collaboration

Liam Kelly

Head of Operations, Alquity Investment Management

Principles

We started our mission in 2014 with a blank canvas and a set of principles that we believe are critical for how an Investment Management System (IMS) should be built and delivered:

OPEN

We believe an IMS should enable change by connecting to any 3rd party system or service provider. If you want to launch new funds or change your operating model, an open IMS should make that faster and more cost-efficient.

EXCEPTION-BASED

Trusting the data in the system is essential for Front Office decisions and governance in operational processes. Your team shouldn’t have to spend valuable time tracking down potential issues; the system should find and flag them automatically.

SUPPORTED BY PEERS

We believe the best customer support for Asset Managers comes when the team you work with have experience in Investment Management. Dedicated team members from the industry learn your business and can assist you most effectively.

HOLISTIC & CROSS-ASSET

An IMS should be cross-asset and cover workflows from start to finish without jumping between systems. This increases productivity, allows superior oversight, and enables operational controls.