Product Brief

Genesis Portfolio Management

The Future of Portfolio Management Starts Here

Think of all the competing demands investment managers must balance today. How does your investment team manage dozens, hundreds or even thousands of portfolios at scale? How do you empower portfolio managers to accommodate investor preferences and restrictions in an efficient, cost-effective manner? How do you grow the client base and add more portfolios without a corresponding increase in headcount?

Genesis Portfolio Management answers these challenges and more. It is the most scalable investment management solution on the market, empowering front-office teams to be more productive, efficient and effective in their everyday work.

Request a demo to learn more about how Genesis Portfolio Management can empower your front office.