Advent Genesis

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

STREAMLINE PORTFOLIO CONSTRUCTION AND REBALANCING

Designed with the portfolio manager in mind, Advent Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with our Moxy® OMS. It enables portfolio managers to manage models, rebalance accounts, manage portfolio "drift", and adjust strategies more quickly and efficiently. The combination of Advent Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.

Business Needs Addressed

1
Rebalancing
2
Portfolio Construction
3
Portfolio Drift Analysis
4
Trade Creation
5
Model Management

Key Features

Dashboard display of daily cash and rebalancing requirements and drift alerts
Rebalancing against model portfolios, from straightforward to complex
Exception-based workflows
Ability to rebalance 1,000 accounts per minute
Streamlined trade creation
Integration with Moxy restriction checking and Advent Rules Manager® for trading compliance
Broad asset and regional coverage
Cloud delivered
Highly scalable architecture

Key Benefits

Increases portfolio manager productivity
Reduces need to run and analyze reports to determine daily cash and rebalancing requirements
Allows management by exception, resulting in significant efficiencies, time savings and greater accuracy in rebalancing
Accelerates process from trading decisions to execution
Drift analysis ensures portfolios stay on strategy and in line with mandates
Supports expansion into new products, markets and lines of business

ADDITIONAL RESOURCES

Driving productivity in the front office
Genesis Product Brief

Next Steps

Want to know more about Advent Genesis? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605