While at the SS&C Deliver Conference in Chicago earlier this week, SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced the release of Advent Genesis®, a tool that provides SS&C’s 700+ Moxy customers a comprehensive, cloud-based portfolio construction and rebalancing solution for allocating new capital, raising cash, and rebalancing portfolios.
“Advent Genesis offers an extremely efficient process and workflow to rebalance a large number of client accounts in a short period of time,” said Duane D’Orazio, Managing Partner at Conestoga Capital Advisors. “And, being cloud based, it will allow our portfolio managers to actively manage client accounts and positions whether they are in or out of the office. A portfolio manager’s time is crucial to the success of a firm, which is why the efficiencies provided by Advent Genesis are vitally important.”
SS&C emphasizes the following points:
“Investment management firms are looking for rebalancing tools that optimize the order creation process and provide an efficient use of time. Our culture of innovation in product development has responded to this need by offering a dynamic tool for our clients,” said Robert Roley, Senior Vice President and General Manager, SS&C Advent. “With Advent Genesis, our customer’s portfolio management staff now have the ability to quickly and easily track and execute on complex trading decisions.”
ABOUT SS&C TECHNOLOGIES
SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services. For more details about Advent Genesis, visit: https://www.advent.com/solutions/products/advent-genesis.