Product Brief

Portfolio Management and Trading

Streamline your workflows with a single solution.

Our portfolio management and trading platform helps you work smarter, faster and minimize risk without missing a step. It provides a centralized location for trading so you can make decisions and execute with speed and confidence, while adhering to client mandates, your firm’s investment policies, and constantly changing regulations.

The combination of Genesis, Moxy, and Advent Rules Manager gives you a seamless path from trading decisions through trade creation and compliance checking to execution.

Product Brief
Brief: Portfolio management and trading