Data Management as a Service
3 out of 4 Asset Managers don’t trust their portfolio data
98% of Asset Managers struggle with key person risk
Limina’s managed data operations help you overcome these challenges!
A Scalable Foundation
With data management taken care of by Limina, you can:
- Instantly scale your business up or down, without staff challenges
- Free up your team's valuable time
- Benefit from Limina's expertise and best-practices around data setup & management
Examples of Data Management Services:
Static Data Maintenance
Manage new/changed cash accounts, portfolios, strategies, share classes, brokers, custodians, PBs and legal entities
Setup of new instruments
Maintain existing instrument parameters
Maintain holiday calendars
Manage users & permissions
Manage new/changed fee rules, WHT & market rules
Manage new/changed compliance rules
“Limina helps us reduce operational risk”
Sofia Beckman, CEO, Atle Investment Services
Let's Talk about Data Management Services
Discover More Services
Supported By Peers
With dedicated team members from the industry to support you, we believe in taking a partnership approach with clients.
Implementation Process
With a proven track record of successful implementations & with built-in automation we pass this cost saving onto you, the client.
Find out About our Typical Implementation Process & Timescale >
Software Updates
With managed, automatic upgrades, you get access to the functionality you need to develop your business fast.
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