
Geneva
Geneva offers a robust portfolio management solution tailored for handling diverse asset classes and complex fund structures. It integrates real-time data, automated workflows, and precise reporting capabilities, enabling firms to streamline operations. Designed for scalability, it supports both simple and intricate financial processes, ensuring efficiency in managing multi-currency portfolios and global loan lifecycles.
Top Geneva Alternatives
Visible for Investors
Built for founders and investors, this platform enhances capital-raising efforts with tailored investor updates, secure pitch deck sharing, and intuitive data rooms.
SS&C Advent
Offering innovative financial technology solutions, SS&C Advent empowers asset managers and wealth management firms with tools for portfolio management, client engagement, and data oversight.
Equity+ Security Workstation
The Equity+ Securities Workstation offers real-time streaming market data tailored for portfolio intelligence, empowering front to middle office decision-making.
Advent Genesis
The Advent Genesis platform streamlines portfolio management by integrating analytics and trading workflows into a unified solution.
POSIT
POSIT serves as a global equity crossing venue, facilitating anonymous trading in US stocks and ETFs across 36 countries.
AdviceWorks
This investment management software streamlines client interactions, linking all accounts and assets for actionable insights.
CircleUp Helio
Users can analyze brand performance, gather insights from product reviews, and leverage strategic expertise from...
Altruist
Users can swiftly open accounts online, construct tailored portfolios, and trade fractional shares without commissions...
Addepar
With real-time data aggregation, intuitive mobile access, and industry-leading analytics, advisors can customize insights and...
LongView Trading
It features modular technology, real-time insights, and seamless integration capabilities, empowering investment teams to manage...
Portfolio Visualizer
It facilitates portfolio optimization and Monte Carlo simulations to forecast future results, offering tactical models...
AssetMark
By streamlining portfolio construction, investment research, and client communication, it minimizes administrative burdens, allowing advisors...
Venn by Two Sigma
Utilizing factor-based risk assessments and advanced quantitative methodologies, it aids in uncovering hidden portfolio risks...
iCapital Network
It provides essential tools for portfolio analytics, transaction processing, and client reporting, while also facilitating...
MineralSoft
It integrates revenue tracking, well data, and rig activity to help users identify prime acreage...
Top Geneva Features
- Multi-currency portfolio management
- Real-time data integration
- Comprehensive reporting tools
- Automated workflow processes
- Support for complex instruments
- Scalable operational capabilities
- Integrated loan processing workflows
- Customizable accounting solutions
- Global fund structure management
- User-friendly interface
- Robust risk management features
- Cloud or local deployment options
- Seamless multi-asset class support
- Advanced derivative processing
- Investor accounting integration
- Enhanced performance analytics
- Compliance and regulatory reporting
- Collaborative co-sourcing solutions
- Efficient trade processing
- High returns on loans management