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HOW LIMINA HELPS ASSET MANAGERS

INCREASE OPERATIONAL EFFCICIENCY

Optimising investment operations is crucial for expanding your business, particularly when launching new funds or mandates. It is pivotal in enhancing overall profitability, as streamlined operations allow for a more efficient management team.

Utilising appropriate software can empower your operations team to achieve greater efficiency.

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RESEARCH SHOWS THAT:

98% OF ASSET MANAGERS HAVE UNNECESSARY MANUAL PROCESSES

This is typically caused by:

1
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
2
LACK OF AUTOMATED DATA QUALITY CHECKS
Having to run price validation, security master checks, reconciliation etc. in spreadsheets
3
MANUAL ISSUE DETECTION
Not having proactive, automated issue detection mechanisms in place, and instead having to find and fix issues manually
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LIMINA CAN HELP!

We design our product and its workflows with a great focus on the user experience. The result is smooth, efficient workflows for portfolio managers to view, calibrate and rebalance portfolios, and exception-based workflows for everyone else, to ensure processes are completed on time and data issues are resolved immediately - with minimal effort.

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IN FACT - LIMINA CAN HELP YOU:

SAVE UP TO 4 HOURS PER PERSON EACH 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

EXCEPTION-BASED WORKFLOWS

Exception-based workflows means that the system is responsible for identifying potential issues.

Tasks that are of type “control that …” can be performed by the system, instead of your operations team, allowing them to focus on resolving issues instead.

Read more about Limina’s capabilities for Investment Operations

AUTOMATIC DATA QUALITY CONTROLS

  • Missing instrument setup
  • Unprocessed orders
  • Cash import delays
  • Compliance anomalies
  • Large price movements
Data-quality
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The system flags any exceptions for your team to evaluate, which:

  • Frees up significant time for your team
  • Allows you to run checks continuously, so your team can catch issues earlier

Find out about Limina’s Investment Data Management Capabilities

Limina will not only check data for you but also run processes automatically, such as:

  • Reconciliations
  • Instrument Setup & Maintenance
  • Corporate Actions Import

Request a Demo

A BETTER APPROACH TO INTEGRATIONS

SIMPLIFIED CONNECTIVITY

Integrations is a core challenge in the industry, with issues like:

  • Integrations are usually expensive and unstable (breaking on upgrades)
  • When you want to change an integration, you have to wait for the vendor

We have created a proprietary import/export application that business users can leverage to create and change integrations in minutes.

The application comes at no additional charge, which turns traditional integration costs on its head. View a video of Limina’s Import and Export application.

Beyond cost, the integrations are auto-tested before each release, making them more stable than anything you've experienced before!

Limina Connectivity
financial growth
By adopting Limina's scalable platform, Avanza has launched 33% additional funds without having to scale its investment operations team.
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LET'S TALK

How We Can Help You Increase Operational Efficiency

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LEARN MORE ABOUT HOW LIMINA HELPS CLIENTS: