Advent Genesis

Advent Genesis

SS&C Advent
inStream

inStream

inStream Solutions
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies searching for a solution to manage and improve their financial planning operations

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

$137.00/month/user
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

inStream Solutions
United States
instreamwealth.com

Alternatives

Alternatives

PureFacts Wealth Management

PureFacts Wealth Management

PureFacts Financial Solutions
VestmarkONE

VestmarkONE

Vestmark
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Tower

Tower

TechRules

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 inStream and update features and information
Claim inStream and update features and information