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About

Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing.

About

Limina's investment management software helps everyone on your team, from portfolio managers to investment operations, save valuable time with smooth workflows & smart automation. Smooth workflows and strong automation capabilities help you get your work done quickly. Flexible dashboard & portfolio views with 300+ measures, look-through, and benchmark comparison. Smooth order raising & rebalance workflows for one or multiple portfolios at once. Accessible anywhere via web and mobile with minimal IT footprint, frequent managed upgrades, and dedicated client support, Limina is designed to reduce manual work, improve data trust, and scale investment operations efficiently. Limina offers exception-based workflows and strong automation that eliminate routine tasks and notify users only when issues occur. It supports flexible multi‑asset portfolios and order management with dashboard views, order-raising, and rebalancing across multiple portfolios.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors in need of a digital asset investing solution to improve their growth and asset diversification

Audience

Investment managers, hedge funds, and asset owners looking for a tool to ensure data trust and manage their multi-asset portfolio

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$3,250 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BITRIA
United States
bitria.io

Company Information

Limina
Founded: 2014
Sweden
www.limina.com

Alternatives

Alternatives

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Fusio Portfolio

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Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
Allvue

Allvue

Allvue Systems
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

Integrations

Bitcoin
Gemini
Honeycomb
Microsoft Excel

Integrations

Bitcoin
Gemini
Honeycomb
Microsoft Excel
Claim BITRIA and update features and information
Claim BITRIA and update features and information
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Claim Limina and update features and information