Case Study

Conestoga Capital Advisors LLC

“At a firm our size, the portfolio managers wear many hats, and if they need to go in to rebalance a portfolio, they need to be able to generate the orders efficiently and accurately, without a lot of complexity.”

This institutional firm specializing in small and mid-cap equities uses Advent Genesis to identify and immediately act on outliers in their separately managed accounts and mutual funds. The cloud-native platform provides the flexibility and robust portfolio analytics their lean team needs to make quick, informed decisions.

Learn more about Advent Genesis, the market’s most scalable portfolio management and construction, rebalancing, and trade creation solution.