Increase operational efficiency
Limina IMS
The modern technology platform for investment managers
Limina's cloud-native solution helps you spend less time on investment workflows - so you can focus on more strategic work.
Level up your productivity
Smooth workflows and strong automation capabilities help you get your work done quickly. From anywhere.
Front-to-NAV
All investment workflows in one place
Limina's Investment Management Solution (IMS) combines the workflows you need with powerful data & automation capabilities - all in one solution.
Trusted by investment managers with $100m to $30bn in AUM
Asset managers
Asset owners
Hedge funds
A unified platform for your whole team
With Limina IMS you get a complete real-time source of truth and carefully designed workflows - providing the right tools for the job for everyone in the team.
Affirm trades, manage cash, corporate actions and position lifecycle events, reconcile against custody and fund admin, and more. All with a very high automation level thanks to exception-based workflows.
Monitor & analyze portfolios with what-if simulations on any date (current or future). Raise orders with efficient rebalance capabilities and seamless pre-trade compliance checks. Explain return drivers with performance attribution analysis.
Monitor limits, and handle pre- and post-trade breaches with smooth resolution workflows. Analyze portfolio risk with exposures & sensitivities, and simulate impact in historical scenarios & stress tests.
Efficient multi-asset order raising workflows (in both single and multi-portfolio use cases) and routing to EMS or directly to broker. Handle illiquid markets with smooth Done for Day workflows and tracking drift vs target over time.
A highly scalable platform to grow your business on without needing more manpower. Continuous oversight of all your portfolios and processes with powerful dashboard and portfolio views. Exception-based workflows that notify on anomalies such as reconciliation breaks, data quality issues and late/failed imports.
Minimal IT footprint with a cloud-native system, securely accessible from web browsers. Frequent, managed upgrades included in the offering ensures minimal change management projects. Out-of-the box connectivity and native ETL tool minimizes the need to build and maintain data interfaces.
Further reading
Broad functional coverage
Front office
Portfolio management
Monitor, analyze, calibrate and rebalance your portfolios with confidence in smooth workflows.
Front office
Order management
Create and manage orders through their lifecycle with efficient workflows catering for a wide range of investment styles.
Front & middle office
Investment compliance
Seamless pre-trade compliance checks and automatic intra- & post-trade checks for a wide range of rule types - including an intuitive custom rule builder.
Front & middle office
Risk management
Comprehensive risk analysis including exposures, sensitivities, scenarios & stress tests and Value-at-Risk.
Front & middle office
Performance attribution
View, analyze and report your portfolio returns compared to benchmark.
Middle & Back office
Investment operations
Exception-based workflows for trade affirmation, reconciliation, cash management, corporate actions, position lifecycle events and shadow NAV.
Middle & Back office
Data management
Automate governance controls and improve data quality with automated data validation and import/export of data.
Middle & Back office
Reporting
A scalable foundation and the tools to help with your reporting needs.
What makes Limina IMS different
A lot more than "just another OMS"
Limina IMS
Limina's investment management system.
Other systems
A generalization of other established systems on the market.
In-house/Spreadsheets
The "Do It Yourself" approach.
User experience (UX)
⭐ Modern
Limina IMS is designed from the ground up with a modern user-centric approach, resulting in an exceptional user experience for everyone in the team.
Dated
Most systems have traditionally been constructed from functional silos and/or merging of separate solutions due to M&A. The resulting user experience is often clunky and inefficient for parts of your team (e.g. most systems that are strong in front office are weak in middle/back office and vice versa).
Custom
Spreadsheet/in-house solutions rarely involve workflows, so usually have very limited user experience.
Solution scope
Broad
Limina IMS combines most of the traditional front-to-back functionality with the addition of data management, custom connectivity and automation solutions.
Varies
Established front-to-back solutions are prohibitively expensive for everyone except the largest asset managers. Other solutions are typically more limited in scope - e.g. a strong OMS often lacks in IBOR and data management capabilities (so portfolio managers may like it, while being painful for the operations team to use - or vice versa).
Custom (usually limited)
IBOR
3rd Generation IBOR = live-extract with states and powerful simulation capabilities
Some systems have IBOR capabilities of older generations (1st generation = flush&fill, 2nd generation = rolling balance). Unfortunately, some vendors incorrectly claim IBOR capabilities despite missing key features around states and the completeness & timeliness of data.
Integration builder
No-code app included that lets you automate data imports & exports.
Typically need to build & host your own scripts that talk to APIs/database (SQL). Slow and expensive to build and maintain.
Access from any device
Available via web browser with no installation required. Works on Windows/Mac/Linux, touchpads and mobile.
Typically only runs on Windows computers - even the vendors claiming to be cloud-native typically require installing & updating a desktop client application.
Upgrades
Every 3 weeks
Free of charge and managed by Limina - no effort needed from your team.
Quarterly/Semi-annually
Sometimes managed by vendors technically, but testing is most often left up to clients resulting in your team having to spend significant time on "upgrade projects" every year
No new functionality becomes available unless you build it yourself.
Pricing approach
Transparent
We aim to provide a fair and transparent pricing model without hidden costs. See the Pricing page on our website.
Opaque
Most vendors tend to gate pricing proposals until several demos are held (with the ultimate aim of charging as much as possible).
No upfront cost, but maintenance is typically expensive (both in $ and time).
TCO
$
SaaS license only, no hidden costs. High automation level minimizes the manpower required on your side to run the system.
$$$
In our experience, the TCO of traditional systems is typically high regardless of going for a cheap or expensive alternative. Cheaper systems have limited automation requiring a lot of manual work to operate on a daily basis. Hidden costs (upgrades, customizations etc.) are unfortunately also common.
$$
Spreadsheets are typically cheap to build but expensive to maintain as they require key resources on your side (portfolio managers & operations) to operate.
Launched
2014
1980's-00's
FAQ
Below you'll find the answers to some of the most frequently asked questions about Limina IMS.
If you have any other questions, please get in touch!
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