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

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Flexible deployment options either locally or in the cloud
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Daily NAV calculation
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Support for multiple account and fund types
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Full outsourcing of services available
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Ease of integration to internal and external systems
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Seamless integration to market data providers, OMS, risk systems and counterparties
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Complete trade lifecycle management
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Investment book of record (IBOR)
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Faster data access with Enterprise Information Store
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Comprehensive asset class coverage for complex global strategies
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Simplified data access and reporting
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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.