28 January 2026
Why the Genesis Platform
Portfolio Management
Manage model-based portfolios and customized SMAs at scale for both private wealth and institutional clients.
Portfolio Analytics
Enable teams to analyze, understand and explain their exposure and the drivers of performance.
Portfolio Accounting & Reporting
Gain deep insights into portfolios, positions, cash and performance to help make better-informed investment decisions.
Trade Order Management
Streamline your daily investment activity with intelligent trading workflows.
Trade Execution
Power performance with premium liquidity access and market insights.
Compliance
Seamlessly integrate lifecycle compliance checks and monitoring to ensure your firm is always managing its trade and portfolio compliance.
Operations
Combining industry-leading technology with operational expertise to optimize your team and build your office of the future.
Investor Management
Strengthen client engagement and management with advisor and client portals.
Data Consistency & Integrity
Seamlessly move and manage data between different applications, as all solutions access and share data from the same source.
Platform Resources
Our Insights and Perspective
16 January 2026
3 Operational Insights: Efficiency, Transparency, Talent
17 November 2025
How CAPTRUST Is Transforming Data Management with Genesis
24 October 2025
From Fragmentation to Opportunity | The Genesis Advantage
CONTACT FORM
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