Related Products
|
||||||
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.
|
About
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.
|
|||||
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
Investment managers, hedge funds, and asset owners looking for a tool to ensure data trust and manage their multi-asset portfolio
|
Audience
Banks, asset managers, and family offices needing a tool to analyze multi‑asset portfolios securely
|
|||||
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
$3,250 per month
Free Version
Free Trial
|
Pricing
Free
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationLimina
Founded: 2014
Sweden
www.limina.com
|
Company InformationSwimbird
Founded: 2018
Sweden
www.swimbird.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Microsoft Excel
|
||||||
|
|
|