Data governance. Workflow. Operational oversight

Service providers, asset managers and hedge funds who use Geneva as their core global portfolio management and accounting system must perform manual processes to ensure the quality of the data within Geneva meets internal audit controls.

Leveraging cutting-edge technology and turn-key, rule-based integration with Geneva®, Advent Lumis shines the light on critical processes for your operations teams. Monitor data quality across key areas of your business and take a pre-emptive approach to reducing operational risk - while maximizing workflow efficiency through the detection, prioritization, and resolution of your data exceptions.

Features & Benefits

  • Turn-key integration with Geneva with backwards compatibility
  • Standardized rules and queries
  • User-friendly, control center-style dashboard views
  • Maker-checker/multi-level approvals
  • Automated communications via system alerts and ad-hoc e-mails
  • Data exception and operational workflow status monitoring
  • Root cause analytics
Advent Lumis

Complementary Solutions

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Geneva for Hedge Funds

Discover the leading portfolio and shadow accounting solution for the alternative world.

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility of customizing solutions and services to your needs.

Improve data quality and proactively resolve data issues


Reduce risk with centralized and automated exception processing, and make auditing simpler with exception analytics and status monitoring.


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