Limina IMS | top use cases

#1: Increase operational efficiency

98% of investment manager have unnecessary manual processes

According to quantitative research performed by Limina. This is typically caused by:

Inefficient workflows

E.g. clunky workflows that take a lot of time to complete, or having to resort to spreadsheets in portfolio analysis, order raising or compliance

Lack of automated data quality checks

Having to run price validation, security master checks, reconciliation etc. in spreadsheets

Manual issue detection

Not having proactive, automated issue detection mechanisms in place, and instead having to find and fix issues manually

Limina can help you:

Save up to 4 hours / person / day

With carefully designed solutions across the investment management workflows, we help clients significantly improve their operational efficiency.

The productivity gains PER PERSON EACH DAY can be as much as:

1.5h AUTOMATED PROCESSES

0.5h AUTOMATED DATA CHECKS

1.0h SIMPLIFIED CONNECTIVITY

1.0h EXCEPTION-BASED WORKFLOWS

#2 reduce costs & change operating model

70% of investment managers are concerned about system costs

Limina can help you reduce costs through increased operational efficiency, self-service applications (integrations, compliance, etc) and a cloud-native environment. We've seen saving of as much as:

20% License fee

80% Customisation & integrations

100% IT-related costs

50% BSP, training, upgrade & data

How to achieve trusted portfolio data

Capture everything

With Limina's no-code configurable integration builder, you can ensure all data is captured - even data that other systems struggle to integrate

Validate

Set up data quality controls that run checks for you automatically and alerts users on missing or unexcepted data

See (only) what you need

Easily toggle between preliminary/confirmed cash and simulated/working/executed transactions.

#4 Governance & modernisation

Current risks faced by investment managers

Before a modernisation project, when using legacy technology or in-house/Excel applications, we observe in our quantitative research:

55% of asset managers suffer from manual mistakes

3/4 asset managers don't have automatic data validations

Unstable or partial connectivity to service providers hold 55% of asset managers back

How Limina can help you

Modernise your system landscape

Three ways we've helped investment managers strengthen governance and achieve a modern operating model:

Institutional grade software

4-eye principles
Full compliance rule support
Enterprise upgrade management & support

Cloud-native & all-in-one Cover all functional capabilities from the Front Office to operations, in one system that's been in the cloud from day 1

Exception-based workflows

Process automation
Data quality controls
Full integration with your providers

Why investment managers select Limina

Top 4 use cases

98% of investment manager have unnecessary manual processes

Save up to 4 hours / person / day

70% of investment managers are concerned about system costs

Move to/from any operating model

Common Front Office data challenges

The cost of cash buffer

How to achieve trusted portfolio data

Current risks faced by investment managers

Modernise your system landscape

See how Limina can help