--- title: Limina | Investment management workflow efficiency description: Limina IMS saves valuable time for front & middle office with smooth workflows, automated data import & export, and reduced reliance on Excel spreadsheets. --- ![HeroOfficeBackground-1](https://www.limina.com/hs-fs/hubfs/HeroOfficeBackground-1.webp?width=300&name=HeroOfficeBackground-1.webp) # Spend less time on your daily investment management workflows Limina's investment management software (Front-to-NAV) helps everyone on your team from portfolio managers to investment operations save valuable time with smooth workflows & smart automation. [Get a demo](https://www.limina.com/book-a-demo) [Product overview](https://www.limina.com/solutions/overview) “The move to Limina has been transformative for front office and investment operations. We’ve eliminated routine work - enabled by exception-based workflows.” Head of Technology & Operations ControlGenesis Investment Management ![Background - abstract light3](https://www.limina.com/hs-fs/hubfs/Background%20-%20abstract%20light3.webp?width=300&name=Background%20-%20abstract%20light3.webp) Our #1 USP ## How Limina saves valuable time for front office & operations teams 1 Smooth & exception-based workflows The right tools for the job for front & middle office - minimizing workarounds and manual steps. 2 Automate your data import & export jobs Our intuitive no-code integration builder application makes it easy to automate any data import & export jobs. 3 Reduced reliance on spreadsheets Comprehensive & flexible functionality can replace most tasks traditionally done in spreadsheets. Time saver #1 ## Smooth & flexible workflows No more jumping between systems, screens and spreadsheets. Minimal manual data entry. Informed decisions based on a single source of truth you can trust.  - All - Front office - Middle office AllFront officeMiddle office ![Model portfolio rebalancing](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20portfolio%20management2.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20portfolio%20management2.webp) TOUCH Flexible model portfolio rebalancing Flexible model portfolio rebalancing Quickly rebalance portfolios, with the same control & flexibility you're used to from spreadsheets. ![Pre-trade compliance](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20compliance.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20compliance.webp) TOUCH Seamless pre-trade compliance Seamless pre-trade compliance No more manual checks - automatic pre-trade compliance for all your rules, with full audit. ![Portfolio analysis incl. look-through](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20Lookthrough.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20Lookthrough.webp) TOUCH Portfolio analysis incl. look-through Portfolio analysis incl. look-through Easily evaluate exposures from any angle, with multi-level look-through of derivatives, index and fund assets. ![Reconciliation](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20recon.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20recon.webp) TOUCH Exception-based reconciliation Exception-based reconciliation Automate reconciliations, with status summary & alerts that keep everyone (incl. Front Office) informed. ![Trade enrichment](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20trade%20enrichment.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20trade%20enrichment.webp) TOUCH No manual trade booking/enrichment No manual trade booking/enrichment Automatic enrichment of fees and settlement instructions. Any externally traded transactions can be automatically imported. ![Security setup](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20security%20setup.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20security%20setup.webp) TOUCH Quick & robust security setup Quick & robust security setup Plug & play market data connectivity, with customisable fields and validation rules that prevent data issues. ![Background - faint wave](https://www.limina.com/hs-fs/hubfs/Background%20-%20faint%20wave.webp?width=300&name=Background%20-%20faint%20wave.webp) “It’s such a modern portfolio management system – not only because it’s cloud-based, but the entire process flow and information I get is complete and up to date. It’s simple to use, flexible to work with, and it minimises the time for the entire trade workflow.” Portfolio managerAtle Investment Management Time saver #2 ## Automated data import & export Greatly reduce the time spent on manual data input and extracts with Limina's powerful connectivity: - Standard connectivity to the most popular data & service providers - Easily build your own custom integrations ![Connectivity files and computer](https://www.limina.com/hs-fs/hubfs/Connectivity%20files%20and%20computer.webp?width=300&name=Connectivity%20files%20and%20computer.webp) ### Build a new custom integration in minutes Anyone in your team can quickly build custom integrations directly with Limina - no coding required. #### Easily integrate with any data source: ![Connectivity examples](https://www.limina.com/hs-fs/hubfs/Connectivity%20examples.webp?width=300&name=Connectivity%20examples.webp) Time saver #3 ## Reduced reliance on spreadsheets Comprehensive functionality for many of the tasks that traditionally have been done manually. Without sacrificing the flexibility you're used to from Excel.   ![spreadsheets](https://www.limina.com/hs-fs/hubfs/spreadsheets.webp?width=300&name=spreadsheets.webp) #### Some examples: - All - Front office - Middle office AllFront officeMiddle office ![Home page use cases thumbnails - section3 - Rebalancing](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20Rebalancing.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20Rebalancing.webp) TOUCH Portfolio re-allocation Portfolio re-allocation Easily simulate impact on portfolio changes both from a risk/exposure and cash perspective. ![Home page use cases thumbnails - section3 - order planner](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20order%20planner.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20order%20planner.webp) TOUCH Order planning (e.g. T+1 vs T+2) Order planning (e.g. T+1 vs T+2) View cumulative exposure and cash impact when planning orders for multiple trade dates & varying settlement cycles. ![Home page use cases thumbnails - section3 - dashboards](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20dashboards.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20dashboards.webp) TOUCH Portfolio visualisations Portfolio visualisations Visualise key measures of your portfolios with powerful dashboard capabilities. ![Home page use cases thumbnails - section3 - reports](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20reports.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20reports.webp) TOUCH Report generation Report generation Quickly build custom reports with our report builder app and Excel add-in. ![Home page use cases thumbnails - section3 - recon](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20recon.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20recon.webp) TOUCH Reconciliation Reconciliation Automate the daily routine of reconciling positions, cash, transactions and more, with our powerful exception-based reconciliation app. ![Home page use cases thumbnails - section3 - price checks](https://www.limina.com/hs-fs/hubfs/Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20price%20checks.webp?width=300&name=Home%20page%20use%20cases%20thumbnails%20-%20section3%20-%20price%20checks.webp) TOUCH Price checks Price checks Automate checks for anomalies in prices, fx and analytics with our exception-based data quality control app. ### See how Limina can help! Want to see how we can help you save valuable time in your daily investment management workflows? [Get a demo](https://www.limina.com/book-a-demo) ![Limina Devices](https://www.limina.com/hs-fs/hubfs/Limina%20Devices.webp?width=300&name=Limina%20Devices.webp) ## Why companies are switching to Limina “The move has enabled more efficiencies and automation in dealing and portfolio rebalancing. This has been achieved while at the same time keeping the absolute highest quality in compliance controls that was already in place.” Managing directorGenesis Investment Management “I believe that strategic partnership with Limina will significantly enhance our ability to deliver superior asset management services to our clients. The integration of their cutting-edge IT solutions with our existing framework will enable us to streamline operations, optimise efficiency, and provide real-time insights to our investment strategies.” Chief Executive OfficerNLB Skladi “Limina has made it easier for our external asset managers to deal with our general administration tasks since using Limina means more automated processes than today. We plan to increase the number of products we offer further. Limina will continue to support us during this journey by decreasing the risks of releasing new funds and enabling us to grow with economies of scale.” Chief Investment OfficerAvanza ![Atle x Limina](https://www.limina.com/hs-fs/hubfs/custom-video-thumbnails/Atle%20x%20Limina.jpg?width=300&name=Atle%20x%20Limina.jpg) #### Client testimonials Read more about other investment managers' experience of working with Limina. [![View case studies](https://no-cache.hubspot.com/cta/default/2161766/interactive-184741500013.png) ](https://www.limina.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKirOZBcKVoNuYrXQdZEZD1Frl9nfKH%2B9qCIljjJisYUIecEmnhO4Ny4LNuw4bzs%2B2oA30QIYT2URosisRrTJrm5GNgpvzouq1JBfaPYlbPV2jiYGbgfRWrUAkcdZg1UW5lkDx3ZHkIrFtEJckd%2BCbIL2R5v5WBKTOxP1d9q681THBJbfmLJtlYa3jAAg%3D%3D&webInteractiveContentId=184741500013&portalId=2161766) ![CloudsBackground](https://www.limina.com/hs-fs/hubfs/CloudsBackground.webp?width=300&name=CloudsBackground.webp) ## Want to learn more? Regardless of where you are in your journey toward a new investment solution, we have plenty of useful resources that are sure to help: - Just browsing - Learning about the alternatives - Learning about Limina Just browsingLearning about the alternativesLearning about Limina [ ![IBOR](https://www.limina.com/hs-fs/hubfs/problem%20and%20solution/IBOR%20multi-view.jpg?width=300&name=IBOR%20multi-view.jpg) Read More IBOR - Investment Book of RecordLearn more about this crucial, but often misused concept in the industry.Read More ](https://www.limina.com/ibor-investment-book-of-record)[ ![What is IMS](https://www.limina.com/hs-fs/hubfs/Cover%20-%20Featured%20images/What%20is%20IMS.jpg?width=300&name=What%20is%20IMS.jpg) Read More OMS, PMS and other financial acronymsThis industry loves its acronyms. We help you make sense of them.Read More ](https://www.limina.com/blog/tag/financial-acronyms-abbreviations)[ ![webinar-popup](https://www.limina.com/hs-fs/hubfs/webinar-popup.jpg?width=300&name=webinar-popup.jpg) Read More Webinar: Limina overview Sign up for a free 30min intro session with our CEO & founder! Read More ](https://www.limina.com/webinar-ims-overview)[ ![RFI](https://www.limina.com/hs-fs/hubfs/IBOR%20RFI.jpg?width=300&name=IBOR%20RFI.jpg) Read More RFI / Procurement Tool Use our free resource to ask better questions to the vendors you are evaluating. Read More ](https://www.limina.com/ims-procurement-tool)[ ![Brochure of the guide to choosing the best investment management solution](https://www.limina.com/hs-fs/hubfs/Gated%20Content/Guide-to-Choosing-the-Best-Investment-Management-Solution-cover.jpg?width=300&name=Guide-to-Choosing-the-Best-Investment-Management-Solution-cover.jpg) Read More Buyer's guide: Investment Management Solutions It's a jungle out there. Our guide helps you navigate it! Read More ](https://www.limina.com/investment-management-software)[ ![reduce-costs-banner](https://www.limina.com/hs-fs/hubfs/Banners%2c%20Headers%20and%20CTA%20images/reduce-costs-banner.jpg?width=300&name=reduce-costs-banner.jpg) Read More Software selection advice Free collection of thoughtful and actionable advice when selecting investment software. Read More ](https://www.limina.com/blog/tag/software-selection-advice)[ ![IMS illustration](https://www.limina.com/hs-fs/hubfs/LiminaIMS2.webp?width=300&name=LiminaIMS2.webp) Read More Product overview Learn more about Limina's investment management software. Read More ](https://www.limina.com/solutions/overview)[ ![traderWinning](https://www.limina.com/hs-fs/hubfs/traderWinning.webp?width=300&name=traderWinning.webp) Read More Who is Limina for Check to see if Limina IMS is the right system for you. Read More ](https://www.limina.com/blog/who-is-limina-investment-portfolio-management-software-for)[ ![disappointed](https://www.limina.com/hs-fs/hubfs/disappointed.webp?width=300&name=disappointed.webp) Read More When is Limina not a fit Check when we might not be the best fit for you. Read More ](https://www.limina.com/blog/why-limina-may-not-be-the-right-fit-for-your-business) ![Team2](https://www.limina.com/hs-fs/hubfs/Team2.webp?width=300&name=Team2.webp) ## Let's talk about how Limina can help your team save valuable time each day. Don't hesitate to get in touch - our experienced team is happy to advise on any questions you may have about the product and how it can fit into your landscape and support your target operating model. ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "Sweden", "addressLocality" : "Stockholm", "addressRegion" : "SE", "postalCode" : "111 22", "streetAddress" : "Kungsgatan 64" }, "email" : "+1 332 2164 772", "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://www.limina.com/hubfs/Limina%20Arcesium.webp" }, "name" : "Limina", "telephone" : "+44 198 3632 493", "url" : "https://www.limina.com/investment-management-workflow-efficiency" } ``` ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://2161766.fs1.hubspotusercontent-na1.net/hubfs/2161766/Videos/Limina%20Import%20Export%20Manager.mp4", "dateModified" : "2025-04-08T07:04:02.063Z", "description" : "Limina’s Investment Management Platform comes with powerful, configurable connectivity capabilities for import and export use cases, allowing you to integrate easily with in-house and 3rd party systems and service providers. 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