Investment Management Software that empowers your team

• Designed for institutional investment managers to fit governance processes and oversight requirements, while still reaping the benefits of true cloud
• Consolidate systems with one system that covers investment data management, IBOR, OMS and PMS
• Cloud-native, open platform that integrates with your existing ecosystem of service providers and technologies

Enable increased efficiency:

• Reduce time to market for launching new investment strategies and developing your operating model
• Enable precious Front Office and Operations resources to focus on the right tasks

With a solution designed by Front Office users, you can:

• View your portfolio the way you want it, in real-time. The portfolio tracking software covers cash fully and all order states via filtering
• Trust what you see – Limina empowers Operations teams to deliver world-class data quality
• Confidently calibrate your portfolio with efficient and tailored workflows
  
  

With your preferred setup supported, monitor orders the way you want and route them where you want with Limina's order management system for trading

• Full control of data entry & cash impact
• Orders confidently to market in a minimal number of clicks 
• Compliance checked within seconds
• Real-time user interface, no loading times and no batch processing

Exception-based workflows let the system identify issues, meaning less time wasted on investigating.

Great quality data for Front Office is delivered by a great Operations team, empowered by an investment operations platform with:

• Built-in data quality controls
• Notifications and alerts
• Data import/export application
• Powerful reconciliation

Pre- and post-trade investment compliance built into Front Office workflows.

• Able to cater for proprietary data sets
• All rules & portfolios in one place
• Data quality ensured
• Standard rulebooks available (e.g. UCITS)
• Rules engine allows you to own the rules, such as numerical limits, restrictions and cash ladder checks
• Highly performant calculations

Sophisticated portfolio risk software delivered by Axioma Risk^TM, embedded into the Limina platform:

• Risk analytics tailored to meet asset and portfolio-specific risk measurement needs
• Flexible factor modelling
  - Full repricing using both historical and Monte Carlo methods
  - Risk decomposition across a wide range of factors
• A sophisticated stress testing and scenario framework
• Factor and granular model risk analyses

Delivered in partnership with Qontigo.

Our Investment Management Platform has from day one been microservices and API-first with Real-time failover (across multiple sites).

Security highlights include 2FA & SSO, Zero trust policy and AWS certifications.