GenevaSS&C Advent
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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
Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place.
You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock.
Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love.
All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money.
Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).
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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
Investors searching for a stock portfolio tracker solution to keep track of investments (including dividends).
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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
$11.25 per month (annually)
Price in USD, local pricing available in select markets.
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 InformationSharesight
Founded: 2007
New Zealand
www.sharesight.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
Diversiview
Interactive Brokers
SS&C Family Office Services
TaxTank
Xero
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Integrations
Diversiview
Interactive Brokers
SS&C Family Office Services
TaxTank
Xero
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