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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Making Rebalancing More Manageable Creating an asset allocation strategy for a portfolio may appear straightforward, yet adhering to that strategy can prove challenging. However, with the i3DIY platform, portfolio management and rebalancing become significantly less complicated. By establishing an i3DIY account, investors can integrate various investment accounts into the system and align them with tailored portfolio plans that feature specific asset allocations. Each of these plans is distinctly named, allowing for the flexibility to modify them as circumstances change. Users can either construct their own portfolios or select from available options on the platform. This functionality ensures that you can effortlessly monitor your investment goals throughout the year and beyond. Additionally, i3DIY provides a valuable feature that sends email notifications whenever any of your accounts fall out of balance. While minor fluctuations in the portfolio may go unnoticed, you will be promptly informed if the allocations deviate significantly beyond the set thresholds. This way, rebalancing becomes a more straightforward and manageable task for investors.

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

SS&C Advent

Country

United States

Website

www.advent.com/geneva/

Vendor Details

Company Name

Ownla

Founded

2018

Country

United States

Website

www.i3diyinvestor.com

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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