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Advent Genesis: A Single Solution for Portfolio Management

Cutting edge technology. scalability and customization for active portfolio management.

"There are a lot of really powerful aspects of the solution that we built from scratch using some of the most cutting edge technology. That technology allowed us to create an extremely scalable infrastructure to rebalance and create orders for thousands of accounts in just a couple of minutes while adhering to customized portfolio guidelines. We believe that the portfolio manager can live primarily in Genesis. We are continuing to add functionality to centralize those reports, those views and workflows, all within Advent Genesis so Portfolio Managers are able to go into one solution for their portfolio management needs."

- Boris Bykhovsky, Senior Director