SS&C Launches Advent Genesis, a New Solution Aimed at Helping Investment Managers Construct and Rebalance Portfolios

SS&C Launches Advent Genesis, a New Solution Aimed at Helping Investment Managers Construct and Rebalance Portfolios

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:

  • In today’s asset and wealth management markets, businesses are leveraging automation, from purely algorithmic powered platforms to hybrids that augment automation with specified levels of human contact and professional advice.
  • Advent Genesis extends this necessity; it empowers portfolio managers with a tool to reduce time-consuming manual processes allowing for more timely and informed trading decisions.
  • Advent Genesis optimizes the order creation process of rebalancing and portfolio construction by providing scale, management by exception and workflow support.
  • Providing comprehensive coverage from straightforward to the most complex portfolios, Advent Genesis increases efficiency and accuracy in trade order creation and portfolio rebalancing.

“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.”


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:

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