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Description
Efficiently manage models, rebalance portfolios, track drift, and modify strategies all within an all-encompassing front-office platform. Regardless of whether your organization oversees institutional funds, personal wealth, or a blend of both, take advantage of a robust, cloud-based system designed to enhance your portfolio management, order generation, and trading processes. By integrating with Moxy, Advent Genesis ensures a fluid transition from trading choices to execution. Confidently expand into new markets, regions, and business avenues while minimizing operational risks and enhancing efficiency. With comprehensive dashboards that provide exception and status updates, as well as insights into strategy, model drift, and cash activities, you can easily delve into the specifics. Management views enable you to implement the necessary oversight and controls, facilitating a straightforward review of proposed trades before they are approved for execution. Ultimately, this integrated approach not only streamlines operations but also empowers firms to make informed decisions and adapt to changing market conditions with agility.
Description
Streamline your portfolio reporting and accounting processes with a comprehensive solution that minimizes the need for IT assistance. In the wealth management sector, building relationships is crucial, and there is no alternative to the quality time spent with clients. SS&C Advent’s Axys® offers an extensive collection of ready-made reports alongside simple customization options, enabling firms to enhance efficiency and reduce time spent on tasks. As an integral component of the robust Advent Investment Suite, Axys is designed to boost your productivity, enhance precision, and deliver a transparent overview of your portfolios and their performance, all while maintaining your current operational framework. The system automates the reconciliation of trade details, settlement information, transactions, and positions seamlessly. Ultimately, SS&C Advent’s premier portfolio management solution introduces speed, accuracy, and adaptability into all aspects of your portfolio management and accounting operations, allowing you to focus more on client interactions and less on administrative tasks.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SS&C Advent
Country
United States
Website
www.advent.com/solutions/advent-genesis/
Vendor Details
Company Name
SS&C Advent
Founded
1983
Country
United States
Website
www.advent.com/solutions/axys/
Product Features
Investment Management
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
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
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