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Reporting background

Reporting

Limina's platform provides a scalable foundation and the tools to help with your reporting needs.

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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
Standard reports
All views in the system can be exported for quick access.
Custom report builder
Custom report builder

Build your own custom reports with our intuitive report builder. Automate extracts on schedule.

Excel plugin
Excel plug-in

Use our Excel plug-in to load data directly into your spreadsheets.

Client portal
Web views for end clients
Build Dashboard views and share with end clients (read-only client portals).
Reporting integrations
BI platform integrations
Power Business Intelligence platforms and data warehouses.
Regulatory reporting
Regulatory reports
Generate regulatory reports (e.g. MiFIR), and integrates with ARM service providers.
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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.
Connectivity examples

CURIOUS TO LEARN MORE?

Don't hesitate to get in touch - we're happy to advise on any questions you may have about the product and how it can fit into your landscape and support your target operating model.

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FURTHER READING

Limina IMS - Functional coverage