The Solution

Streamline portfolio construction and rebalancing with a highly scalable, cloud-based solution

Whether your firm manages institutional assets, individual wealth, or a combination of the two, Genesis closes workflow gaps between the order creation process and trading. When integrated with Moxy, Advent Genesis provides firms with a seamless path from trading decisions to trade creation and execution.

Expand into new markets, new regions, and new lines of business with confidence, while driving greater efficiency and reducing operational risk.

Why choose this solution

  • Eliminates the need for offline workarounds
  • Cloud-based portfolio construction and rebalancing
  • Dashboard-actionable information, including cash obligations, accounts to rebalance, and portfolio drift
  • Streamlines rebalancing against models, from straightforward to very complex models and sleeve structures
  • Exception-based workflows
  • Ability to rebalance up to 1000 accounts per minute
  • Multi-currency/multi-asset class
With Advent Genesis, we are able to double or triple our accounts without increasing the time we’ll spend on rebalancing or trade generation.
Glen Pichanick, AVP Trading
Lincluden Investment Management

Focus your efforts

Comprehensive dashboards promote exceptions and status updates around strategy and model level drift and cash activity, with the ability to easily drill into more details.

Get the full view

Management views allow you to structure the appropriate oversight and controls, and easily review proposed trades across your book of business prior to approving them for execution.

Advent Genesis

Complementary Solutions

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

Advent Rules Manager

Eliminate manual labor and improve accuracy with a comprehensive solution for pre- and post-trading compliance.


With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

A seamless experience

Learn more how our state-of-the-art portfolio construction and rebalancing platform can help you grow your business.


Take the next steps