Streamline portfolio construction and rebalancing
Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution enabling portfolio managers to manage models, rebalance accounts, manage portfolio “drift”, and adjust strategies more quickly and efficiently. Together with Moxy, firms benefit from seamless path from trading decisions to trade creation and execution.
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, driving greater efficiency and reducing operational risk. It also offers the flexibility and scalability to accommodate account growth, as well as expansion into new markets, new regions, and new lines of business.