Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Limina's investment management software streamlines processes for every member of your team, from portfolio managers to those in investment operations, enabling them to save precious time through efficient workflows and intelligent automation. With its seamless workflows and robust automation features, the software allows you to complete tasks swiftly and effectively. Users benefit from customizable dashboard and portfolio views, offering over 300 metrics, comprehensive look-through capabilities, and benchmark comparisons. The system supports efficient order creation and rebalancing processes for single or multiple portfolios simultaneously. Moreover, Limina is accessible from both web and mobile platforms with a minimal IT footprint, offering regular managed upgrades and committed client support, all aimed at minimizing manual tasks, enhancing data reliability, and scaling investment operations effectively. The software provides exception-based workflows that focus on automation, relieving users of repetitive duties and alerting them only when problems arise. Additionally, it accommodates flexible multi-asset portfolios, ensuring that order management and rebalancing are manageable through its intuitive dashboard views. Ultimately, Limina empowers teams to operate more effectively, allowing them to focus on strategic decision-making rather than mundane tasks.

Description

Rundit automatically generates a LP Report based upon InvestEurope guidelines and ILPA guidelines. This allows for easier sharing with limited partners. Impress your LPs by providing concise updates from portfolio companies and fund performance figures. Setting goals and anticipating every phase of business growth will help you stay ahead of your investment. You can easily compare the actual and forecasted values by adding a forecast row to each KPI in the company metrics table. You can choose from the many metrics available or create your own. Rundit can help you with financials, balance sheets items, marketing metrics, and ESG metrics. Rundit's state of the art portfolio management software supports 17 transactions and automatically calculates your Gross Income, Money Multiple, Fair Valu, Fair Value, Ownership or Invested Amount.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

$3,250 per month
Free Trial
Free Version

Pricing Details

$299 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Limina

Founded

2014

Country

Sweden

Website

www.limina.com

Vendor Details

Company Name

Rundit

Founded

2015

Country

Finland

Website

rundit.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

VESTBERRY Reviews

VESTBERRY

Vestberry
Allvue Reviews

Allvue

Allvue Systems