Geneva for Asset Managers

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

DIVERSIFY YOUR STRATEGIES, DIFFERENTIATE YOUR BUSINESS

It’s no secret that things change fast in asset management—keeping up with industry trends, innovating investment strategies and being ready for what comes next.

Firms that want to stay current and competitive in this dynamic market need a portfolio management solution that can support multiple asset classes, multi-currency portfolios and complex, global fund structures. Geneva provides a highly scalable, single platform supporting multiple investment strategies and ever increasing demands for real-time data and seamless integration with systems firm-wide.

That is why increasing numbers of asset managers around the world are migrating to SS&C Advent’s Geneva® global portfolio management platform.

BUSINESS NEEDS ADDRESSED

1
Growth in Asset Classes
2
Data Management
3
Open Architecture
4
Customizable Reporting
5
Flexible Deployment Options
6
Custom-Tailored Outsourced Operational Services

Key Features

Investment Book of Record (IBOR)
Audit and Security Controls
Choice of Deployment Options
Complete Trade Lifecycle Management
Comprehensive Asset Class Coverage
Daily NAV Calculation
Ease of Integration to Internal and External Systems
Full Outsourcing of Services Available
Simplified Data Access and Reporting
Support for Multiple Account and Fund Types

Key Benefits

Enterprise information available at your fingertips
Manage complex global strategies
Fully integrated front-to-back solution
Timely and accurate performance results
Hold any instrument in any structure
Tailored to your business needs
Local or cloud delivered
Reduced risk for improved investor confidence
Seamless integration to market data providers, OMS, risk edit remove systems, and counterparties.

FEATURED CLIENT STORY

State Division of Investment Services

One state’s division of investment services, which manages some $84 billion for the state’s retired employees and teachers, needed multi-currency capabilities that their 16-year old system did not have.

MORE CLIENT STORIES


Quantopian Management, L.P.

ADDITIONAL RESOURCES

Geneva IBOR Solution Product Brief
Trends Reshaping Asset Management—There’s Nothing “Traditional” About It
Geneva for Asset Managers Product Brief
Geneva EIS Product Brief
Advent Lumis Product Brief

Next Steps

Want to know more about Geneva for Asset Managers? 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