Today’s investment management firms increasingly demand a combination of competitive agility and operational simplicity. Both institutional asset and wealth managers are striving to meet investor demands for greater asset diversification and more personalized solutions. To stay competitive, firms require the ability to manage, trade, and account for hundreds or even thousands of individual portfolios efficiently at scale. In this environment, disparate systems, functional silos, and inconsistent data are major impediments to agility and growth.
With the Genesis platform, SS&C offers a single, fully integrated, front-to-back-office investment management solution. It simplifies operations and streamlines workflows to enhance agility and competitive readiness.
Connecting All Core Applications in One Place for Operational Simplicity
The Genesis platform builds on SS&C’s long history of developing award-winning, best-in-class solutions for portfolio management, trading, accounting, reporting, and back-office operations. Historically, these solutions were delivered as standalone components that integrated well with each other, and often with third-party applications. With Genesis, however, we’ve unified our strongest capabilities into one platform, eliminating integration headaches and the complexity of having multiple tech providers with disparate data structures.
What makes this connected and comprehensive experience possible?
- A single, centralized data platform that fuels applications across the entire investment lifecycle – from portfolio management and analysis, through trade creation, execution and compliance, to accounting and investor reporting.
- A single source of truth that provides consistent and reliable data to all users and teams, and informs management with real-time, intraday transparency into positions, exposure, and performance across the entire book of business.
- A modern cloud profile that eliminates on-premises system maintenance and makes it easy to add or update functionality as needed.
Intelligent Technology for Agility
Built in and delivered via the cloud, Genesis gives firms the agility to pivot to new opportunities, asset classes, and geographic markets, with virtually unlimited scalability to accommodate asset growth and increased transaction volume. Leveraging intelligent technology and automation, Genesis drives significant productivity gains in every facet of the investment process.
With Genesis, portfolio managers can:
- Build and implement new strategies leveraging deep, purpose-built capabilities
- Manage model portfolios as well as customized SMAs at scale
- Receive transparency into intraday updates and operational statuses of portfolios
- Gain sharp insights into performance and exposures and make better-informed decisions with powerful analytics
- Monitor trade and portfolio compliance across hundreds of parameters and characteristics at any stage of the order creation or trading process
The all-in-one, comprehensive investment management platform is an elusive goal for many firms. With the Genesis platform, that goal is achieved, delivering the agility and operational simplicity that today’s market demands. For a quick overview of its capabilities and benefits, watch our video.
And if your firm is currently reevaluating its technology strategy for today’s dynamic environment, download our product brief and request a demo today.
