List of Limina Portfolio Tracking Software and Rebalancer Customers
Stockholm, 111 22,
Sweden
Since 2010, our global team of researchers has been studying Limina Portfolio Tracking Software and Rebalancer 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 Portfolio Tracking Software and Rebalancer 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 Portfolio Tracking Software and Rebalancer for Portfolio and Investment Management include: NLB d.d., a Slovenia based Banking and Financial Services organisation with 2786 employees and revenues of $363.0 million, Avanza Bank Holding, a Sweden based Banking and Financial Services organisation with 494 employees and revenues of $295.0 million and many others.
Contact us if you need a completed and verified list of companies using Limina Portfolio Tracking Software and Rebalancer, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Avanza Bank Holding | Banking and Financial Services | 494 | $295M | Sweden | Limina | Limina Portfolio Tracking Software and Rebalancer | Portfolio and Investment Management | 2021 | n/a |
In 2021, Avanza Bank Holding implemented Limina Portfolio Tracking Software and Rebalancer to modernize front and middle office portfolio workflows for its Avanza Fonder operations in Sweden. The deployment is framed within the Portfolio and Investment Management category and focused on moving portfolio oversight out of spreadsheet processes into an automated portfolio tracking and rebalancer environment.
The implementation centered on portfolio tracking and rebalancer modules, delivering forward looking position and cash ladder capabilities and automated rebalancing workflows. Configuration emphasized rule based rebalancing logic, scheduled cash forecasting, and centralized position visibility to support portfolio managers and middle office operations.
Operational coverage targeted front and middle office functions, consolidating tracking, rebalancing orchestration, and cash management activities for Avanza Fonder in Sweden. The work aligned standard portfolio lifecycle workflows including order generation and settlement monitoring without specifying third party system integrations.
Governance changes included removal of spreadsheet dependent processes and standardization of rebalancing procedures to enforce consistent operational controls. Reported outcomes from the implementation include saving 5 to 7 hours per person per week and enabling the team to manage 33 percent more portfolios without headcount increases.
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NLB d.d. | Banking and Financial Services | 2786 | $363M | Slovenia | Limina | Limina Portfolio Tracking Software and Rebalancer | Portfolio and Investment Management | 2023 | n/a |
In 2023, NLB d.d. implemented Limina Portfolio Tracking Software and Rebalancer. The deployment used Limina's cloud Investment Management Software to move hundreds of portfolios off spreadsheets, automating rebalancing and freeing front-office time, with portfolio managers unlocking up to 15 hours per week.
Implementation concentrated on Limina Portfolio Tracking Software and Rebalancer modules, configured to provide continuous portfolio tracking and rule based rebalancing automation. Configuration work focused on codifying rebalancing rules, schedules, and exception workflows to shift manual tasks into system driven operations. This established automated rebalancing capability and centralized portfolio visibility consistent with Portfolio and Investment Management functional workflows.
The solution was deployed as a cloud service and targeted front office and middle office portfolio management within Slovenia, covering migration of hundreds of active portfolios away from spreadsheet processes. Operational coverage emphasized portfolio maintenance, rebalancing execution, and front office workflow orchestration, aligning day to day portfolio management and monitoring on a single application.
Governance changes included standardizing rebalancing cadence and formalizing exception handling to reduce spreadsheet dependency, with process ownership transferred to portfolio operations and front office teams. The implementation outcome included automated rebalancing and the reported time savings for portfolio managers, reflecting an operational shift toward systemized Portfolio and Investment Management procedures.
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