Solution introduction

It starts here. Manage models, rebalance accounts, monitor portfolio drift, and adjust strategies more quickly and efficiently – all within a comprehensive front office solution

It’s time to focus on where the revenue is generated

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution.

Expand into new markets, new regions, and new lines of business with confidence, reducing operational risk and driving greater efficiency.

Why choose this solution

  • Purpose built for the front office with actionable dashboards designed to save time and enhance productivity.
  • Fully integrated into the Advent Investment Suite – get a 360-degree view into the automation and collaboration across your firm’s front, mid, and back-office workflows with solutions that work together.
  • Easily manage up to 1,000 portfolios at scale while accounting for investor and strategy preferences – all in under two minutes.
  • Seamless integration with Moxy and Rules Manager provides an end-to-end workflow of the trade lifecycle with advanced trading and compliance support for audits and due diligence.
  • Turnkey and done – take advantage of native cloud functionality with no manual upgrades to manage in the future.
  • Never miss an opportunity – gain additional insights with exception based drift and risk workflows for streamlined, comprehensive portfolio management.

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