Advent Genesis Description
Efficiently manage models, rebalance portfolios, track drift, and modify strategies all within an all-encompassing front-office platform. Regardless of whether your organization oversees institutional funds, personal wealth, or a blend of both, take advantage of a robust, cloud-based system designed to enhance your portfolio management, order generation, and trading processes. By integrating with Moxy, Advent Genesis ensures a fluid transition from trading choices to execution. Confidently expand into new markets, regions, and business avenues while minimizing operational risks and enhancing efficiency. With comprehensive dashboards that provide exception and status updates, as well as insights into strategy, model drift, and cash activities, you can easily delve into the specifics. Management views enable you to implement the necessary oversight and controls, facilitating a straightforward review of proposed trades before they are approved for execution. Ultimately, this integrated approach not only streamlines operations but also empowers firms to make informed decisions and adapt to changing market conditions with agility.
Advent Genesis Alternatives
Dynamo Software
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Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.
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Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
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Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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FinFolio
Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.
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Agilis Investment Management
Agilis Wealth Management's philosophy centers on empowering you to oversee your clients' wealth effectively while simultaneously fostering greater wealth for them and yourself. Recognizing the importance of adding a personal touch to client interactions, Agilis WM provides an innovative platform designed to give you a comprehensive 360° perspective on your investors, allowing for first-degree management. With features such as Portfolio Rebalancing that keeps you aligned with smart Trade Recommendations, and Trade Order Management that streamlines workflows for swift transactions in response to market dynamics, the platform enhances your operational efficiency. Additionally, our Risk Management tools ensure adherence to both regulatory standards and internal policies, while our Analytics capabilities equip you with essential technical insights. Finally, the Model Portfolio feature allows for effective benchmarking against indices or custom models, ensuring that you are always positioned for success in wealth management. With these resources, you can elevate your practice and deliver exceptional value to your clients.
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Integrations
No Integrations at this time
Company Details
Company:
SS&C Advent
Headquarters:
United States
Website:
www.advent.com/solutions/advent-genesis/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Online Support
Advent Genesis Features and Options
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