The Solution

Scale up with smart technology designed for you

Firms that want to stay current and competitive in this dynamic market need a portfolio management solution that supports multiple asset classes, multi-currency portfolios, complex global fund structures and increasing transaction volumes. Geneva is designed specifically for operational scalability, seamlessly supporting new lines of business and removing operational barriers.

Eliminate the need for separate systems and inefficient spreadsheet workarounds and grow your business faster.

Why choose this solution

Flexible deployment options either locally or in the cloud
Daily NAV calculation
Support for multiple account and fund types
Full outsourcing of services available
Ease of integration to internal and external systems
Seamless integration to market data providers, OMS, risk systems and counterparties
Complete trade lifecycle management
Investment book of record (IBOR)
Faster data access with Enterprise Information Store
Comprehensive asset class coverage for complex global strategies
Simplified data access and reporting
Data governance and exception management with Advent Lumis
By switching to Geneva, we have a stable core system that we can build on, rather than an aging system that we were working around. We are ready to handle just about anything that comes our way.

- Brad Lyman, Director of Technology
Matthews International Capital Management

Geneva for Asset Managers

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Request a demo

Stand out from the crowd. Find out how you can differentiate your business with Geneva at the center of your asset management ecosystem.