Case Study: Avanza achieves greater operational efficiency with Limina IMS

Avanza's journey over the past half decade, empowered by Limina IMS

The investment management firm Avanza faced significant operational challenges due to its heavy reliance on manual spreadsheets for tasks like portfolio rebalancing and reconciliations. This created high operational risk and consumed an excessive amount of employee time on repetitive data entry, preventing the team from focusing on more valuable work. Seeking a solution, Avanza turned to the vendor Limina and its Investment Management System (IMS).

By implementing Limina IMS, Avanza replaced its manual processes with exception-based workflows and a high level of automation across the trade lifecycle. The solution provided forward-looking projections embedded directly into order-raising workflows and a full audit trail. This shift saved 5-7 hours per person each week, allowed the team to manage 33% more portfolios without adding staff, and significantly reduced operational risk by eliminating spreadsheets.

Avanza

Maria Wärn

Chief Investment Officer