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Exception-based workflows

Learn how Limina can help you spend less time on daily investment management workflows.

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The modern platform for growing investment managers
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The modern platform for growing investment managers
RFI-header

Download Your IBOR RFI Template (Excel)

Are you looking to procure an IBOR, either standalone or as part of a broader solution? This RFI Template is based on the IBOR Global Standard requirements and gives you the questions to ask prospective vendors.

The Limina IBOR RFI Template lists all 131 requirements contained within the IBOR Global Standard.

What the IBOR RFI template contains

  • Scope and Coverage of Investment Book of Record
  • Position Data Quality Objectives
  • Position Data Quality Management
  • Definition and Delivery of Position Data Extracts
  • Value-Add Services
  • Administration, Performance and Scalability