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What is Geneva?

Elevate your competitive advantage with a portfolio management solution designed to handle diverse asset classes, multi-currency portfolios, and complex global fund structures. Geneva is purpose-built for operational scalability, effectively removing obstacles that may impede the smooth launch of new business ventures. This powerful solution fosters business expansion through a central portfolio management framework that optimizes operations. By choosing Geneva, you can harness a system that meets your organizational requirements and financial parameters, seamlessly integrating software, cloud delivery, and co-sourcing options. Available for local deployment or cloud access, Geneva provides real-time portfolio management, accounting, investor accounting, and extensive reporting features. Additionally, with Geneva World Investor, both portfolio management and investor accounting are consolidated into a single platform, ensuring a cohesive user experience. Geneva is expertly designed to guarantee operational scalability, making it easy to embrace new business initiatives while improving the overall effectiveness of portfolio management, accounting, and reporting workflows. Ultimately, this solution paves the way for sustained growth and adaptability in an ever-evolving financial landscape.

What is Floodlight Invest?

Floodlight has joined forces with ESGAnanalytics.AI to produce more than 100 targeted data sets that concentrate on Environmental, Social, and Governance (ESG) criteria and Sustainability. Our thorough data enhancement methodology guarantees that every facet of corporate actions is precisely documented and traced back to the main organization. We provide a profound assessment of corporate performance, supported by both qualitative and quantitative data. Our sophisticated data and analytics platform provides investors with customized insights into the full spectrum of corporate conduct. Additionally, this platform facilitates the smooth integration of unique data, enhancing both the quality of insights and overall performance metrics. This collaboration is designed to equip investors with essential resources that enable them to make well-informed choices based on extensive ESG data, ultimately promoting a more sustainable investment landscape. The synergy of our expertise allows for continuous improvement in understanding corporate responsibility and accountability.

Media

Media

Integrations Supported

SS&C Family Office Services

Integrations Supported

SS&C Family Office Services

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Advent

Company Location

United States

Company Website

www.advent.com/geneva/

Company Facts

Organization Name

Floodlight Invest

Date Founded

2019

Company Location

United States

Company Website

floodlightinvest.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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