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Advent Genesis

from SS&C Advent

A portfolio construction and rebalancing platform that includes risk analytics, compliance monitoring, and tax-aware optimization. Provides workflow automation, modeling tools, and scenario analysis for portfolio managers.
Is this your Company
Category: Portfolio Management Systems
in: Portfolio Management
Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.

Advent Genesis


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