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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Utilize innovative technology that reflects your distinct investment methodologies, principles, and data resources. Seamlessly blend your exclusive data, analytical models, and insightful visual representations to craft a compelling narrative. Capitalize on the extensive reach, efficiency, and robust security offered by cloud-based open architecture, facilitating large-scale portfolio creation and teamwork. Jacobi is poised to enhance your investment strategy through a modern, scalable cloud platform. Create and assess portfolios with specific objectives within a fully cohesive visual framework. Enhance the depth and significance of your analysis regarding the ramifications of your decisions across various portfolios. Conduct and expand tailored, forward-thinking, and retrospective analyses while effectively managing portfolio risks. Engage dynamically with stakeholders, including clients, to ensure active participation. The platform features sharp, customizable visualizations that can be white-labeled for branding purposes. Effortlessly share access and permissions among individuals and teams to foster collaboration. This approach empowers both portfolio solutions and sales teams, ultimately driving better investment outcomes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Google Cloud Platform No 
Microsoft Azure No 
SS&C Family Office Services Yes 

Integrations

Amazon Web Services (AWS) Yes 
Google Cloud Platform Yes 
Microsoft Azure Yes 
SS&C Family Office Services No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SS&C Advent

Country

United States

Website

www.advent.com/geneva/

Vendor Details

Company Name

Jacobi

Country

United States

Website

www.jacobistrategies.com/site/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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