Thinkfolio - Competitors and Alternatives

Limina's modern front-to-mid/NAV system help clients escape their legacy best-of-breed platforms. It comes automation capabilities and sophisticated, yet easy-to-use, Front Office workflows. At the core is an Investment Book of Records with complete position and cash control for any internal stakeholder.

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 June 2025 as a basis for this article.

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A modern alternative

Why clients opt for Limina

More automation

98% of asset managers globally (regardless of system) haven't automated as much as they'd like. That number for Limina clients is below 10%.

Fast upgrade & change management

Managed upgrades that adhere to highest governance requirements of large managers. Become nimble through quick release cycles and self-service features.

Free up Front Office time

Front Office users of Limina spend only on average 15 min / day on portfolio and order management workflows, freeing up valuable time to analyze the market instead.

What clients are saying

AvanzaAsset management arm of a regional retail 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

GenesisBoutique asset manager

Genesis moved to Limina and achieved the benefits of a cloud-native environment (keeping governance & oversight intact):

Lower IT costs
Simpler BCP processes
More efficient operations

Best Thinkfolio Alternatives & Competitors

Features of S&P Markit Thinkfolio started out for portfolio managers and subsequently expanded to order management capabilities.

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.

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 as OMS/PMS.

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.

Explore competitors to Bloomberg AIM.

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 execution and order management and compliance monitoring.

Charles River is a competitor to Thinkfolio, yet broader in scope. It services mostly large asset managers but also mid-sized managers and wealth managers. Explore more competitors of charles river.

Enfusion

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

The solution is multi-tenant - In opposition to markting thinkfolio. Users get weekly system updates while raising concerns around data segregation between clients.

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

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

APX for portfolio administration and CRM capabilities
Moxy for order management capabilities
Genesis for portfolio management capabilities
Rules Builder for pre- and post-trade compliance controls
Geneva for portfolio accounting

Advent’s solutions have been integrated with each other, so the solutions can sync data between each other.

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 (the most direct competitor to Thinkfolio's order management system), covering compliance as well
Eze PMA (formerly known as Tradar) for portfolio accounting

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

Thinkfolio - Competitors and Alternatives

Why clients opt for Limina

What clients are saying

What makes Limina different?

Modern user experience

Cloud-native (and enterprise)

Connect to anything & anyone

All workflows & assets in one system

Efficient upgrades, integrations & changes save you money

See the next market leader in action

Any questions?