GenevaSS&C Advent
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Related Products
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About
Stay current and competitive with a portfolio management solution that supports multiple asset classes, multi-currency portfolios, and complex global fund structures. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Grow your business with a core portfolio management solution designed to remove operational barriers. Leverage Geneva at a scale that fits your business and budget by combining software, cloud delivery, and co-sourcing. Locally deployed or cloud-delivered, Geneva delivers real-time portfolio management and accounting, investor accounting, and reporting. With Geneva World Investor, portfolio management and investor accounting are integrated into one platform. Geneva is designed specifically for operational scalability, removing operational barriers to seamlessly support new lines of business. Portfolio management, accounting & reporting.
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About
ReubenAI is the operating system for private market investors. A single interconnected intelligence layer where every capability reads from the same underlying data layer — so intelligence built at origination flows through to monitoring, and insights compound across the portfolio.
Deal sourcing and scoring. IC memo generation. Due diligence structuring. Portfolio monitoring. Fund governance and reporting. Each a native widget across a growing range of asset classes and investment scenarios.
Enterprise and institutional buyers — including banks — can select preferred large language models and APIs from a growing app marketplace, meeting internal security, data residency, and model governance requirements without compromise.
Available as self-serve for emerging managers and as an enterprise protocol for institutional VC, PE, family offices, and banks.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth advisors and professionals seeking a solution to manage multiple asset classes, multi-currency portfolios and complex global fund structures
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Audience
Banks, Family Office, Multi-Family Office, Venture Capital, Private Equity, Asset Managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$149/month/team
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSS&C Advent
United States
www.advent.com/geneva/
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Company InformationReubenAI
Founded: 2025
Australia
www.goreuben.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Adobe Acrobat
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
SS&C Family Office Services
Sumsub
Zapier
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Integrations
Adobe Acrobat
Crunchbase
Dropbox
Google Drive
LinkedIn
PitchBook
SS&C Family Office Services
Sumsub
Zapier
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