Delivering the Connected Investment Office
Unify Your Firm. Unlock New Possibilities.
Operational excellence starts with a unified platform. As margins compress, data complexity increases and client expectations evolve, firms need a platform that connects the entire investment office on a single, trusted data platform, delivers real-time portfolio insights and supports evolving portfolio and business strategies across teams and systems.
Solution: Genesis
Streamline Collaboration Across Your Firm
How We Help Investment Managers
What Genesis Delivers for Investment Managers
Explore the unified, cloud-native capabilities investment managers need to align operations, unlock data-driven insights and scale with agility.
Unified Data Platform
A single, enterprise-wide data platform synchronizes fragmented data, governs it at the source, and powers seamless workflows and insights across teams.
Front-to-Back Investment Experience
Eliminate silos and enable real-time interoperability across teams, systems, and workflows throughout the investment lifecycle.
Flexible Architecture
Unify data, applications, and workflows on a shared data layer—while preserving existing systems and operating models.
Advanced Analytics & AI
Drive smarter decisions and operational efficiency with real-time analytics, business intelligence and emerging AI capabilities.
Responsive Support & Managed Services
Access expert support and managed services tailored to your needs—from implementation to ongoing optimization.
Investment Management Resources
Your Guides to Growth
Ready to Transform Your Investment Management Firm?
Talk to an Expert about Genesis
Ready to connect your teams, unify your data and unlock new opportunities for growth? Genesis helps investment managers modernize operations, gain deeper insights and stay ahead in an evolving investment landscape.