Advent GenesisSS&C Advent
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Related Products
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About
Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution.
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About
Provide solutions that truly reflect clients’ preferences and ensure their funds are invested appropriately and risk doesn’t exceed what is suitable for them. Unlock wealth managers’ full potential with automated investment recommendations, enhanced risk analytics and decision support simulations. Streamline investment proposal generation and automate regulatory controls and reports to increase efficiencies and expand offerings to new client segments. Get instrument-level portfolio proposals consistent with the bank views, client's preferences and asset universe. Perform stress tests or simulate the impact of switch on client portfolio to discover the construction with optimal risk/return ratio. Identify all portfolios with breaches on the investment suitability and asset class strategic allocation. Get recommendations for best trades to move the existing client portfolio closer to the target allocation.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Firms searching for a solution to manage institutional assets, portfolios, and individual wealth
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Audience
Companies looking for an Investment Management platform that provides risk analytics and portfolio construction capabilities
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSS&C Advent
United States
www.advent.com/solutions/advent-genesis/
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Company InformationEdgelab
www.edgelab.ch/
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Integrations
No info available.
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Integrations
No info available.
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