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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.

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

Free
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

Stratiphy

Country

United Kingdom

Website

www.stratiphy.io/business

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

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