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Thinkfolio - Competitors and Alternatives

A Detailed Breakdown of the

Features of S&P Markit Thinkfolio

Below is a functional breakdown of Thinkfolio, compared to Limina.

Note: Vendor information here is based on company websites, industry publications and online review sites such as G2, Gartner, TrustRadius and Capterra. Such pages have been reviewed in January 2024 as a basis for this article.

New Logo Cenetered Original
System capabilities
Thinkfolio
Limina IMS
Order & Portfolio Management
Simulate portfolio changes
Rebalancing & order entry workflows
Investment compliance
Order planner
Portfolio monitoring & performance
Real-time sensitivities
P&L
Look-through (funds, indices, derivatives)
Performance Attribution
Risk Management
Value-at-Risk (VaR)
Scenario analysis
IBOR & Middle Office
Accruals, fees, deposits/redemptions and other non-trading activities
Reconciliation
Import-export engine
Data quality controls
A list of the

Best Thinkfolio Alternatives & Competitors

There are many options when looking for an OMS or PMS. If you’ve identified S&P IHS Markit Thinkfolio as a viable solution for you, here are a 6 more that might also be good to consider. 

Some of these are broader in scope, covering operational workflows as well, which aids operational efficiency and reduces risk of errors and workarounds in spreadsheets.

  • 01 Limina
  • 02 Bloomberg AIM
  • 03 CRD
  • 04 Enfusion
  • 05 SS&C Advent
  • 06 SS&C Eze

Limina IMS

At Limina, we are a team of former investment managers. We have often been through system selections and know how challenging it can be. We hope that this list can be of good help to you.

Limina IMS is an investment management software that is often a strong alternative to Thinkfolio, covering operations workflows as well.

If you’d like to explore Limina, we’ve created a video about who Limina is a good match for and an article about when Limina is not the best choice.

Bloomberg Asset and Investment Manager (AIM)

Bloomberg is a trusted name in the financial industry, and their Trade Order Management System (OMS) Asset and Investment Manager (“Bloomberg AIM”) covers part of an Investment Management Solution scope. Bloomberg's solution suite also includes portfolio management capabilities through its product Bloomberg PORT.

Bloomberg AIM comes with extensive market data coverage included through the Bloomberg terminal, which users are required to have.

Charles River Development (part of State Street)

Charles River Development's Investment Management Solution (IMS) is a robust platform enabling firms to optimise many investment processes. It has a broad functional set, including order and execution management and compliance monitoring.

Charles River services mostly large asset managers but also mid-sized managers. Online reviews mark it down on implementation, while the scalability and flexibility of the solution are vital points.

Enfusion

Enfusion's front-to-back-office software offers a unified platform primarily for hedge funds. The solution includes accounting, order management, compliance monitoring, and performance tools.

Enfusion aims to simplify complex workflows and enhance operational efficiency for hedge funds. The solution is multi-tenant, and users get weekly system updates.

SS&C Advent: APX, Moxy, Genesis, Geneva

SS&C Advent has a set of solutions, for example:

  1. APX for portfolio administration and CRM capabilities
  2. Moxy for order management capabilities
  3. Genesis for portfolio management capabilities
  4. Rules Builder for pre- and post-trade compliance controls
  5. Geneva for portfolio accounting

Advent’s solutions integrate to enable end-to-end workflows. 

SS&C Eze Software

Similar to Advent, SS&C Eze offers various solutions for different parts of the investment lifecycle:

  • Eze EMS (formerly known as RealTick) for execution management capabilities
  • Eze OMS for order management capabilities, including compliance
  • Eze PMA (formerly known as Tradar) for portfolio accounting

Just like Advent, Eze has been acquired by SS&C.

Why consider Limina's Investment Management System

When looking at the capabilities of a platform, it’s important to remember that merely having the functionality isn’t enough. Here are the top three reasons why firms choose Limina:

No workarounds With all features covered, there is no need for workflows outside the system.  
Save 4 hours per day Efficient workflows and clever automation through an exception-based approach.  
No data errors Data quality controls is always on, checking imports and data entry  
AvanzaAsset management department of bank

By adopting Limina's scalable platform, Avanza has launched 33% additional funds without having to scale its investment operations team. They achieved:

  • Decreased dependency on single individuals - by replacing spreadsheets
  • Improved operational efficiency - by increased automation
AtleBoutique asset manager
  • "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 Manager
  • "Limina helps us reduce operational risks." / CEO
Limina Devices

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