List of Limina IMS Customers
Stockholm, 111 22,
Sweden
Since 2010, our global team of researchers has been studying Limina IMS customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Limina IMS for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Limina IMS for Portfolio and Investment Management include: Avanza Bank Holding, a Sweden based Banking and Financial Services organisation with 494 employees and revenues of $295.0 million, Genesis Investment Management, a United Kingdom based Banking and Financial Services organisation with 59 employees and revenues of $79.0 million, Atle Investment Management, a Sweden based Banking and Financial Services organisation with 20 employees and revenues of $8.0 million, Alquity Investment Management, a United Kingdom based Banking and Financial Services organisation with 12 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Limina IMS, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Limina IMS customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Alquity Investment Management | Banking and Financial Services | 12 | $2M | United Kingdom | Limina | Limina IMS | Portfolio and Investment Management | 2022 | n/a |
In 2022, Alquity Investment Management implemented Limina IMS as a cloud-native platform. The deployment used Limina IMS for Portfolio and Investment Management to provide integrated PMS and OMS capabilities that support Alquity’s impact-driven, high-growth market strategies.
The implementation prioritized bespoke functional modules, including a custom rebalancing tool, a bespoke compliance module, and a bespoke volatility trading tool, together with a flexible reconciliation solution. Configuration emphasized rapid adaptability and monthly upgrade releases, enabling incremental delivery of tailored features and ongoing refinement of portfolio and order management workflows.
Architecturally the solution was delivered as a cloud-native service providing low latency access from anywhere and managed monthly releases. Operational coverage targeted portfolio managers, trading operations, compliance, and back office reconciliation, aligning system capabilities with Alquity’s investment operations and governance needs without introducing named third party integrations.
Governance and rollout reflected a collaborative vendor relationship with Limina acting as a development partner, focused on bespoke development, business continuity, and fast turnaround on requirements. Reported outcomes from Alquity include an outstanding reconciliation capability and a platform characterized as bespoke, reliable, accessible, and delivering cutting-edge technology.
|
 |
Atle Investment Management | Banking and Financial Services | 20 | $8M | Sweden | Limina | Limina IMS | Portfolio and Investment Management | 2022 | n/a |
In 2022 Atle Investment Management implemented Limina IMS as its Portfolio and Investment Management platform. Atle is the investment arm of listed Bure Equity and deployed Limina IMS to support two Atle-owned funds, Humle Småbolagsfonden and Humle Sverigefonden, while preserving an open, cloud-based architecture as a procurement prerequisite.
The Limina IMS deployment focused on portfolio management workflows spanning simulation through order placement, compliance monitoring, and post-trade management. Configuration emphasized a modern, user friendly interface for portfolio managers, trade simulation capabilities, order execution workflows, compliance rulesets, and post-trade reconciliation and reporting to provide robust risk oversight.
Operational coverage explicitly includes integration with Atle’s back office and provisioning for the Atle Investment Services hosting model for affiliate managers. The implementation targeted funds with relatively low instrument complexity while maintaining scalability to support additional products, instruments, or strategies as Atle grows its manager portfolio.
Governance and rollout emphasized a collaborative vendor relationship where Atle contributed requirements and iterative development input to Limina IMS. Reported outcomes from the deployment include digitalization of the entire trade workflow, time savings in trade processing, and reduced operational risk, enabling portfolio managers to concentrate on higher value tasks.
|
 |
Avanza Bank Holding | Banking and Financial Services | 494 | $295M | Sweden | Limina | Limina IMS | Portfolio and Investment Management | 2022 | n/a |
In 2022 Avanza Bank Holding implemented Limina IMS to support expansion of its asset management capabilities. Limina IMS was selected within the Portfolio and Investment Management category to address Avanza's requirement for a sophisticated, modern and flexible system that can handle a wide range of products including index funds and fund of funds.
The Limina IMS implementation focused on configurable product and fund administration functionality, portfolio level accounting and reconciliation workflows, compliance oriented control flows and automation to replace Excel workarounds. The platform was configured to provide flexible workflow and data models so Avanza could modify how teams work with fund functionality without losing existing capabilities.
Integrations were explicitly a procurement requirement, and Limina IMS was put in place to integrate with Avanza's current service providers and future unknown providers, reducing manual handoffs. Operational coverage included Avanza's asset management arm and external asset managers who perform general administration tasks, with impacts on investment management, fund operations and compliance teams.
Governance and rollout followed a one year procurement process driven by a desire to decrease operational risk and dependency on single individuals, and to increase automation of routine administration tasks. The implementation emphasized configurable workflows and governance controls to align system behavior with Avanza's operational and compliance requirements.
Avanza reported that Limina IMS will enable future growth and meet compliance expectations while making administration easier for external managers through more automated processes. The platform is expected to decrease the operational risk associated with launching new funds and to support scaling the number of products with improved operational efficiency.
|
 |
|
Banking and Financial Services | 59 | $79M | United Kingdom | Limina | Limina IMS | Portfolio and Investment Management | 2022 | n/a |
|
Buyer Intent: Companies Evaluating Limina IMS
- Objectway, a Italy based Professional Services organization with 800 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||