Advent Genesis
The Advent Genesis platform streamlines portfolio management by integrating analytics and trading workflows into a unified solution. It enhances efficiency for firms managing institutional assets and individual wealth, facilitating quick adjustments to strategies and improved oversight. This cloud-based system also supports growth into new markets while minimizing operational risks.
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Top Advent Genesis Features
- Integrated portfolio management
- Cloud-based solution
- Comprehensive analytics tools
- Seamless trading execution
- Workflow gap closure
- Model management capabilities
- Account rebalancing features
- Portfolio drift monitoring
- Strategy adjustment tools
- Customizable dashboards
- Exception and status updates
- Real-time cash activity tracking
- Operational risk reduction
- Multi-market expansion support
- Institutional and individual asset management
- Enhanced oversight controls
- Trade proposal reviews
- Efficient order creation processes
- Scalability for account growth
- Optimized practice model management
