Audience

Wealth advisors and professionals seeking a solution to manage multiple asset classes, multi-currency portfolios and complex global fund structures

About Geneva

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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Integrations

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Ratings/Reviews

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Company Information

SS&C Advent
United States
www.advent.com/geneva/

Videos and Screen Captures

Geneva Screenshot 1
Geneva Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

Geneva Frequently Asked Questions

Q: What kinds of users and organization types does Geneva work with?
Q: What languages does Geneva support in their product?
Q: What kind of support options does Geneva offer?
Q: What other applications or services does Geneva integrate with?
Q: What type of training does Geneva provide?

Geneva Product Features

Investment Management

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