Advent Genesis

Advent Genesis

SS&C Advent
Tower

Tower

TechRules
+
+

Related Products

  • Dynamo Software
    62 Ratings
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • 3Commas
    3,372 Ratings
    Visit Website
  • Nexo
    16,346 Ratings
    Visit Website
  • Planview AdaptiveWork
    706 Ratings
    Visit Website
  • KPI Fire
    27 Ratings
    Visit Website
  • Pepperi
    141 Ratings
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website

About

Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently, all within a comprehensive front-office solution. Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution. Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency. Comprehensive dashboards with exception and status updates, strategy and model level drift, and cash activity, give you powerful insights to easily drill into the details. Management views allow you to structure the appropriate oversight and controls and easily review proposed trades prior to approving them for execution.

About

Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Firms searching for a solution to manage institutional assets, portfolios, and individual wealth

Audience

Organizations looking for an advanced Wealth Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SS&C Advent
United States
www.advent.com/solutions/advent-genesis/

Company Information

TechRules
Founded: 1999
Spain
www.techrules.com/financial-software-tower/

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
VestmarkONE

VestmarkONE

Vestmark
Summit

Summit

Summit Wealth Systems
eMoney

eMoney

eMoney Advisor

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Advent Genesis and update features and information
Claim Advent Genesis and update features and information
Claim Tower and update features and information
Claim Tower and update features and information