Increase operational efficiency
Reporting
Limina's platform provides a scalable foundation and the tools to help with your reporting needs.
A wide range of reporting capabilities
Reporting comes in many shapes.
Regardless of which one you need, we make it easy for you to get your data out in suitable format:
Standard reports
All views in the system can be exported for quick access.
Custom report builder
Build your own custom reports with our intuitive report builder. Automate extracts on schedule.
Excel plug-in
Use our Excel plug-in to load data directly into your spreadsheets.
Web views for end clients
Build Dashboard views and share with end clients (read-only client portals).
BI platform integrations
Power Business Intelligence platforms and data warehouses.
Regulatory reports
Generate regulatory reports (e.g. MiFIR), and integrates with ARM service providers.
Report with confidence
Quality data from a single source of truth
Limina is perfectly positioned to be the reporting source, as our system is often used as the firm's Investment Book of Record (IBOR). This has some key benefits in terms of the data quality:
- Timeliness: we serve you with the latest quality controlled data intraday (not just end of day).
- Full control of your data: The data models in the system can be extended, allowing you to enrich with additional data points suitable for reporting purposes (e.g. ESG data)
- Easy access to your data: As an open platform, the system is designed to make it easy for you to get your data out of the system.
FURTHER READING
Limina IMS - Functional coverage
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PORTFOLIO MANAGEMENT
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Order management
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Investment Compliance
Investment Compliance
Pre- & Post-trade Compliance, smoothly embedded in the investment lifecycle.Read More
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Risk management
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Performance attribution
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Investment Operations
Investment Operations
Trade affirmation, reconciliation, position lifecycle events and more.Read More
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Data management
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Reporting