Investment Management Solution (IMS)
The modern platform for growing investment managers
Listed in categories:
FintechInvestingProductivity
Description
Limina's Investment Management Software (IMS) is a comprehensive solution designed to streamline investment workflows across front, middle, and back office operations. It consolidates various functional capabilities and asset classes into a single platform, enabling end-to-end workflows and centralized cash and data management. With its unique Investment Book of Record (IBOR) system, Limina allows users to manage portfolios with real-time data and insights, ensuring transparency and efficiency in investment management.
How to use Investment Management Solution (IMS)?
To use Limina IMS, users can sign up for a demo, after which they can access the platform from any device. The software allows users to manage their investment workflows by creating and managing orders, monitoring portfolios, and conducting compliance checks seamlessly. The intuitive interface and exception-based workflows help streamline operations and improve efficiency.
Core features of Investment Management Solution (IMS):
1️⃣
Front-to-NAV solution for all investment workflows
2️⃣
Exception-based workflows for improved efficiency
3️⃣
Comprehensive risk management and performance attribution
4️⃣
Seamless data management and reporting capabilities
5️⃣
Cloud-based access for remote work without IT footprint
Why could be used Investment Management Solution (IMS)?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Portfolio management and rebalancing | ✅ | |
| # 2 | Order management and trade lifecycle tracking | ✅ | |
| # 3 | Investment compliance and risk analysis | ✅ | |
Who developed Investment Management Solution (IMS)?
Limina is a company founded by former investment managers who recognized the need for transparent and unbiased information about investment management systems. They aim to provide a comprehensive and user-friendly platform that caters to the diverse needs of investment managers, ensuring that their software adapts to various operating models without the need for custom coding.