Advent Genesis
The portfolio construction and rebalancing solution for investment managers.
Overview
Advent Genesis is a portfolio construction and rebalancing solution from SS&C Advent. It is designed to help investment managers create, manage, and rebalance portfolios more efficiently and effectively. It is often used in conjunction with other Advent products, such as APX and Axys.
✨ Key Features
- Portfolio Construction
- Rebalancing
- Tax-Aware Investing
- Compliance Monitoring
- Workflow Automation
🎯 Key Differentiators
- Tight integration with Advent's portfolio accounting systems
- Advanced rebalancing and tax-aware investing capabilities
- Focus on the needs of wealth managers and family offices
Unique Value: Provides a powerful and efficient tool for constructing and rebalancing portfolios, particularly for firms already using Advent's ecosystem.
🎯 Use Cases (3)
🏆 Alternatives
Offers deeper integration with Advent's portfolio accounting systems, leading to a more seamless workflow.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
💰 Pricing
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