How are you differentiating yourself from your competitors? Creating a modern, client-centric approach that balances personalized attention and diverse strategies is a powerful differentiator in today’s hyper-competitive market. The challenge for investment firms is to deliver on that promise at scale.
Learn how firms leveraging Advent Genesis can create a custom experience without increasing resources through:
- Logical and intuitive order creation based on tolerances, drift, and restrictions
- Nimble and dynamic portfolio customization tools
- Rule-based tax lot and capital gains optimization
- Robust analytics to identify and explain trends, outliers, and performance
