The Solution

Every strategy begins with a powerful investment management solution.

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution.

Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency.

Why choose this solution

Purpose built for the front office with actionable dashboards designed to save time and enhance productivity.
Fully integrated into the Advent Investment Suite – 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.
Easily manage up to 1,000 portfolios at scale while accounting for investor and strategy preferences – all in under two minutes.
Seamless integration with Moxy and Rules Manager provides an end-to-end workflow of the trade lifecycle with advanced trading and compliance support for audits and due diligence.
Turnkey and done – take advantage of native cloud functionality with no manual upgrades to manage in the future.
Never miss an opportunity – gain additional insights with exception based drift and risk workflows for streamlined, comprehensive portfolio management.
Purpose built for the front office with actionable dashboards designed to save time and enhance productivity.
Fully integrated into the Advent Investment Suite – 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.
Easily manage up to 1,000 portfolios at scale while accounting for investor and strategy preferences – all in under two minutes.
Seamless integration with Moxy and Rules Manager provides an end-to-end workflow of the trade lifecycle with advanced trading and compliance support for audits and due diligence.
Turnkey and done – take advantage of native cloud functionality with no manual upgrades to manage in the future.
Never miss an opportunity – gain additional insights with exception based drift and risk workflows for streamlined, comprehensive portfolio management.
Genesis helps our firm fulfill its promise of tailoring portfolios to each client’s needs and goals, with unmatched efficiency, and at scale. It’s a significant improvement over what we were doing before.
Associate Portfolio Manager, $6.3B Wealth Manager

You’re in the driver’s seat

Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details.

A 360 view, from anywhere

Management Views allow you to structure the appropriate oversight and controls, and easily review proposed trades prior to approving them for execution.

Advent Genesis

Complementary Solutions

Advent Outsourcing Services

With Advent Outsourcing Services, you have the flexibility to customize a wide range of specific solutions and services designed to meet your unique needs.

Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

Moxy

With capabilities spanning portfolio modelling through to trade creation, execution, confirmation, allocation and settlement, Moxy® seamlessly improves operational efficiency.

Request a demo

See how you can grow your business and optimize your practice model with Advent Genesis.

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