Designed for the way portfolio management teams work

As part of the Genesis Platform, the portfolio management and analytics functionality eliminates the need for firms to integrate and toggle among disparate systems to power their investment processes.


Whether your firm manages institutional assets, individual wealth, or some combination of the two, the solution closes workflow gaps between portfolio management and trading, eliminates offline workarounds, increases efficiency, and reduces operational risk. It also offers the flexibility and scalability to accommodate account growth and expansion into new markets, regions, and lines of business.

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Purpose built for the front office with actionable dashboards designed to save time and enhance productivity.
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Easily manage portfolios at scale while accounting for investor and strategy preferences.
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Support for multi-currency, multi-asset class portfolios.
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Fully connecting with the Genesis Platform – get a 360-degree view into the automation and collaboration across your firm’s front, mid, and back-office workflows with solutions that work together.
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Integrated portfolio modeling, construction and rebalancing capabilities.
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Deeper insights for making better informed decisions with confidence, whether in a single portfolio or across your entire book of business.
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Trade order creation, ranging from block orders to complex rebalances across multiple portfolios.
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Model and sleeve management to support single- and multi-strategy portfolios.
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Enable teams to analyze, understand and explain their exposure and drivers of performance.

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See how you can grow your business and optimize your practice model with Genesis Portfolio Management and Analytics.