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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Deliver tailored solutions that genuinely align with clients' desires, ensuring their investments are managed in a manner that does not exceed their acceptable risk levels. Empower wealth managers by utilizing automated investment suggestions, advanced risk analysis, and simulation tools for decision-making. Enhance the efficiency of generating investment proposals and automate regulatory compliance and reporting to broaden service offerings to new client demographics. Achieve instrument-specific portfolio recommendations that reflect the perspectives of the bank, align with client preferences, and consider the available asset universe. Conduct stress testing or simulate the effects of changes on client portfolios to identify configurations that yield the best risk-to-return ratios. Detect any portfolios that violate investment appropriateness and strategic asset class allocations. Additionally, provide insights on optimal trades that can guide the existing client portfolio towards its intended asset allocation goals, ultimately improving investment outcomes for clients. By integrating these strategies, wealth managers can significantly elevate their service quality and client satisfaction.

Description

Enhance your competitive edge with a portfolio management solution that accommodates various asset classes, multi-currency portfolios, and intricate global fund structures. Geneva is specifically tailored for operational scalability, effectively eliminating barriers that hinder the seamless introduction of new business lines. This robust solution enables business growth through a core portfolio management framework that streamlines operations. By utilizing Geneva, you can leverage a system that aligns with your business needs and budget, integrating software, cloud delivery, and co-sourcing. Whether deployed locally or via the cloud, Geneva offers real-time portfolio management, accounting, investor accounting, and comprehensive reporting capabilities. Furthermore, with Geneva World Investor, both portfolio management and investor accounting are unified within a single platform, providing a streamlined experience. Geneva is meticulously crafted to ensure operational scalability, facilitating the effortless adoption of new business initiatives while enhancing the overall efficiency of portfolio management, accounting, and reporting processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SS&C Family Office Services

Integrations

SS&C Family Office Services

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

Edgelab

Website

www.edgelab.ch/

Vendor Details

Company Name

SS&C Advent

Country

United States

Website

www.advent.com/geneva/

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

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

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