Solution introduction

The modern technology platform for investment managers

Limina's cloud-native solution helps you spend less time on investment workflows - so you can focus on more strategic work

Limina Investment Management Solution (IMS) is a modern, cloud-native platform designed to streamline investment workflows and elevate strategic focus. Offering complete front‑office through mid/back‑office functionality in a unified solution, Limina allows organisations managing assets from $100 million to $30 billion to operate efficiently with minimal operational risk .

At its core is Limina’s generation‑3 Investment Book of Record (IBOR)—a live‑extract architecture that supports portfolio views at any point in time (past, present or future) with configurable state definitions, enabling powerful simulation and reporting capabilities 

Key features include:

  • Exception‑based operations
    Fully automated workflows for trade affirmation, reconciliation, cash management, corporate actions, position lifecycle events and shadow NAV, with automatic flagging of anomalies. 
  • Front‑office workflows
    Order and rebalance management, pre‑ and post‑trade compliance checks, risk analytics (including exposures, VaR, scenarios), and performance attribution delivered within end‑to‑end workflows. 
  • Effective data management
    Native no‑code ETL tools, automated quality validation, and real‑time data updates ensure completeness, accuracy and governance across the platform.
  • Minimal IT overhead
    Accessible via browser on any device, the platform is always up‑to‑date with managed upgrades and secure, high‑availability architecture .

With broad connectivity out‑of‑the‑box and configurable options that adapt to evolving business needs, Limina IMS is engineered for scalability, resilience and continuous improvement.

 

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