The Solution

Your single operational experience to power your investment strategies.

The Genesis Platform offers deep, purpose-built applications covering all facets of the investment lifecycle - portfolio management, trading, analytics, accounting, and reporting.

Built on a centralized cloud-based data store, the platform enables teams to access their everyday solutions in one place with a single point of entry. Everyone on your team, from the front to the back office, can trust that they are working with the same data. Streamline operations, speed up workflows, optimize efficiency and accuracy, gain agility, and drive firm-wide collaboration.

The Genesis Platform is exactly what you need to set your firm up for success in an increasingly complex, competitive, and fast-paced marketplace.



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Portfolio Management
Manage model-based portfolios and customized SMAs at scale for both private wealth and institutional clients.
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Portfolio Analytics
Enable teams to analyze, understand and explain their exposure and the drivers of performance.
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Portfolio Accounting & Reporting
Gain deep insights into portfolios, positions, cash and performance to help make better-informed investment decisions.
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Trade Order Management
Streamline your daily investment activity with intelligent trading workflows.
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Trade Execution
Power performance with premium liquidity access and market insights.
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Seamlessly integrate lifecycle compliance checks and monitoring to ensure your firm is always managing its trade and portfolio compliance.
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Combining industry-leading technology with operational expertise to optimize your team and build your office of the future.
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Investor Management
Strengthen client engagement and management with advisor and client portals.
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Data Consistency & Integrity
Seamlessly move and manage data between different applications, as all solutions access and share data from the same source.

Learn more about the Genesis Platform

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