Supercharge your investment management with a modern technology platform

Limina’s pioneering cloud-native open platform architecture - developed since 2014 and in production since 2015 - is optimised for delivering business value:

• Real-time views of data powered by an event-driven microservice architecture 
• Powerful connectivity capabilities with full API coverage and configurable import engine, allowing for automation and/or extensions to workflows without custom code
• Cloud-native (which significantly reduces the IT footprint)
• Enables efficient outsourcing initiatives through flexible connectivity and by allowing the outsourced team to work in the same platform
• A unified and extensible data model that can be used to gather usable insights and power third party solutions without the risk of data discrepancy

Modern technology to empower a distributed workforce

The pandemic changed the role of technology in the operating model of investment managers. As many firms adopt a hybrid remote model in response to changed employee preferences, it presents a long-term challenge to ensure that processes remain efficient and robust. At the same time, a new generation of investment professionals is increasingly expecting more from their technology solutions. Therefore, empowering your team with modern technology will also be a key competitive advantage in the long-term recruitment and retention of talent.

Some examples of tangible benefits your team will see from using Limina’s cloud-native investment technology include: 

• Accessing the system instantly wherever you are via a web browser (no more VPN!)
• Working efficiently with low-latency solutions that run just as fast on your old home laptop as your office workstation
• Viewing alerts on your phone in meetings or when traveling

Lower the cost of active management

Continuing fee pressure, increasing regulatory requirements, and investor demands for transparency and reporting are all positive challenges for the overall industry. It is forcing investment managers to do more - with less.

A big part of the solution can come by revising your technology landscape:

• True cloud technology provides a significant cost reduction compared to traditional solutions. More than just server and direct IT costs, the total cost of ownership of old technology is exacerbated by the resources needed to run these solutions due to their complex upgrade projects, BCP routines and more.
• Unlock exception-based workflows, where your team can focus on issue resolution and let the system handle issue identification. This is another way of saying: less manual tasks and more focus on investment returns
• Let the system quality control data for you (scroll down for more details…)

A unified and extensible data model to power your business

The benefit of a centralised data set, standardised across asset classes and functional areas, is fundamental to avoid data synchronisation issues (data gaps, timing issues, cost of maintenance). When properly implemented, the whole team, from portfolio managers and traders to compliance and operations, all see the same view at the same time.

For this to work in practice, a key requirement is that the data model is fit for purpose - for everyone in the team:

• Can the data be trusted (e.g., are there quality control processes in place including for proprietary data sets)?
• Can data be viewed in different states (e.g., confirmed vs. preliminary; pre-trade vs. settled)?
• Are data models data vendor agnostic, or is everyone enforced the same market data vendor regardless of what other solutions (e.g., terminals) they use?
• Can data be enriched to include information needed for the various teams? (e.g., analytics for portfolio managers, classifications for compliance rules, etc.)
• Are data models properly centralised or divided into silos, requiring inefficient collation to get to a full portfolio view (e.g., are there different definitions of a transaction depending on asset class)?

These considerations have been fundamental to how data models and APIs have been designed in Limina IMS. The result is a platform that is natively suitable to be the central source of truth to power use cases across the whole investment team.

Open platform architecture that fits into your partner ecosystem

At the core, Limina IMS is an open platform architecture that advocates connectivity and smooth end-to-end workflows, regardless of whether those workflows involve 3rd party solutions or not. Unlike closed-ended platforms, Limina IMS is not limited to any specific 3rd party solutions and does not enforce specific ones to be used. Instead, connectivity is a key component of the system design:

• Managed integrations - the platform contains managed, out-of-the-box connectivity towards our partner ecosystem, which includes many of the most popular industry solutions in market data, analytics, trading, and performance & risk solutions
• Configurable import & export - Limina IMS includes a unique configurable import/export application in which non-technical users can easily design integrations using intuitive drag & drop functionality to allow for automation of many workflows that traditionally have been manual (e.g., file-based integrations with in-house systems)
• APIs - the platform’s micro-service architecture exposes full API coverage (REST APIs for HTTP requests and WebSocket APIs for streaming data), enabling any data or actions within Limina to be integrated with or extended by outside solutions.

On top of integrations sits a data quality control framework that can be leveraged to monitor integrations from a timing and data quality perspective.