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25 May 2023

Collaborating Together: Modernizing Geneva with the Latest Release

The success of Geneva is built entirely on the partnership we have with our clients. As a result, much of the investment in Geneva’s R&D - including new features, key hires, and new product launches - correlates to the ideas generated and conversations we have during focus groups, conferences, roundtable discussions, and relationship surveys. These sessions provide an open dialogue between clients and the Geneva team to help us build and future-proof the platform.

The first round of 2023 updates: Hear directly from the team on our favorite new features

Given current market conditions, including the continuous growth in the private credit space, we have focused this release on enhancing your user experience to meet the moment and drive growth for your business. The Geneva team works year-round to move the platform forward, ensuring it keeps pace with changing business requirements, market pressures, and new product offerings. Simultaneously, we are leveraging new technologies and looking for ways to streamline workflows, eliminate manual steps, and deliver an efficient and differentiated user experience.

As we continue to modernize and invest in Geneva, this release offers significant enhancements in REST API capabilities, advancements in web-based workspaces, and loan processing functionality. Listen to our on-demand recording to hear directly from the solutions consulting team on the enhancements they are most excited to share, including:

  • Loans: Enhancements to portfolio transfers to support PIK interest and credit activity
  • Closed-end Funds: Developments to preferred returns for mid-period distributions and commitment reductions on subsequent closes
  • Modernization: Developments for REST API for Query Builder and API integration for trade loading between Eze OMS and Geneva

Conferences, Forums, Roundtables, Oh My

This Spring, we are on the road visiting with our users. Earlier this month, we hosted our annual New York Client Forum. It was an engaging day with a stellar lineup of focus groups, Geneva updates, peer-to-peer roundtables, and an intriguing thought leadership panel on Elon Musk. These events provide our clients with direct access to our development and solutions management teams, who are eager to hear directly from you to understand how Geneva can continue to support your needs.

For a truly immersive experience, register to attend SS&C Deliver, our annual client conference, October 22 -24 in Austin, Texas. In addition to providing amazing networking opportunities and dynamic speakers, this conference offers customizable agenda options with over 60 breakout sessions across multiple tracks, including one dedicated to Hedge Fund topics. Stay in touch with your Relationship Manager to learn more about these exciting opportunities to join us in person.

Geneva: proven technology for the life of your firm

Geneva is nothing without our clients; the qualitative feedback provided during these events propels us to build trusted solutions. Geneva is the proven solution that enables firms to manage complex investment vehicles, multiple investment strategies, and tiered fund structures. Moreover, SS&C is continually reinvesting in enhancements to keep our clients ahead of an ever-evolving global marketplace.