Prime Brokers Information Kit

Prime brokers must continually adapt to new investment vehicles, fund structures, and emerging market trends to stay ahead of the competition. Learn what you need to succeed in our Info Kit.

CASE STUDY

• Rand Merchant Bank
  RMB, a division of FirstRand Bank Limited, set up its equity prime broking unit at the end of 2006. It provides comprehensive services to quality hedge funds, supporting clients ranging from start-ups to institutional managers, and encompassing the gamut of fund strategies.

WHITE PAPERS

• Understanding Master Feeder Fund Accounting
  This informative 14 page white paper explains the overall concept and details the advantages and disadvantages of master feeder accounting.   So if you have, or are considering a master feeder fund, this report is an important resource for you and your firm. 

VIDEOS

• Geneva® Road Map
  Todd Gottula, SVP of Product Development, discusses how Geneva’s ever-increasing breadth and depth helps our clients manage their portfolios from trade capture to investor accounting, resulting in full transparency from investment to investor, all on a single platform.
• Reconciliation with Geneva Advantage®
  Katherine Pearce discusses how Geneva Advantage® allows clients to customize their workflow, access data from more than 400 custodians, plus have direct integration with many primes and fund administrators to cover virtually all type of instruments.
• Cost Basis Reporting & Geneva®
  Josh Levinson discusses how Advent® has built out Geneva® to be a full cost basis accounting solution, including support for wash sales, adjusted basis information, and 1099 reporting.

DEMO

• Advent Partner Product Demo
  See how Advent Partner can service both your onshore and offshore funds.
• Geneva Product Demo
  Demo Geneva, Advent’s full financial accounting and real time investment platform which offers a unified data model to support all instruments, all departments, and all offices across a firm.

• Advent Partner Overview
  Advent Partner® is the only solution you need for complete investor accounting and servicing for both your onshore and offshore funds.  Advent Partner integrates with Geneva® to eliminate manual data entry and errors, and automate a host of investor servicing functions.
• Geneva Product Overview
  Learn how Advent’s solutions can help you streamline, automate, and integrate the investment management process across your entire organization.
• Advent Syncova Overview
  Learn how Syncova’s powerful end-to-end margin and financing calculation engine can enable prime brokers to implement highly sophisticated methodologies, and to rapidly adapt policies to market events, new assets and client changes.