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What is MOXIS?

You have complete freedom in how you choose to use MOXIS, as it accommodates all three major hosting models. Whichever option you decide on, the vast array of services offered by MOXIS guarantees uniform quality and scope across various situations. Whether your preference leans towards an external or internal configuration, MOXIS works alongside you to ensure a smooth process. It integrates seamlessly with your existing IT infrastructure and communicates effortlessly with all current systems, including different signature solutions. With a single click of your mouse, you can electronically sign up to 100 documents, and MOXIS accurately reflects decision hierarchies on a one-to-one basis. It allows for the development and storage of both parallel and sequential workflows that can be tailored to meet any required signature quality, utilizing templates. The inclusion of external signers is managed with utmost data security, guaranteeing confidentiality at every stage. You have the option to create tailored documents or make use of pre-existing form fields, with any current contracts being processed efficiently within MOXIS. Our powerful API ensures easy integration, and MOXIS also offers ready-to-use connections with leading platforms such as SAP and Salesforce, which boosts your overall operational efficiency. This adaptability confirms that MOXIS can meet the needs of varied business environments, establishing it as an essential tool for organizations in search of efficient document management solutions. Furthermore, its user-friendly interface allows for quick onboarding, making it easier for teams to embrace its capabilities swiftly.

What is Advent Genesis?

Manage models, adjust accounts, monitor portfolio discrepancies, and refine strategies with enhanced speed and efficiency through a comprehensive front-office solution. Regardless of whether your organization focuses on institutional investments, private wealth, or a combination of both, leverage a powerful cloud-based platform designed to optimize portfolio management, order generation, and trading workflows. When integrated with Moxy, Advent Genesis ensures a seamless transition from trading decisions to their execution. With confidence, venture into new markets, regions, and business opportunities while reducing operational risks and boosting efficiency. Detailed dashboards that include exception alerts, status updates, strategy and model deviations, as well as cash flow activities, offer critical insights for in-depth analysis. Furthermore, management views enable you to establish appropriate oversight and controls, allowing for a smooth review of prospective trades prior to their execution approval, thereby ensuring your operations remain both flexible and accountable. This holistic strategy not only fosters sustainable growth but also enhances your ability to adapt in the face of an ever-evolving financial environment, empowering your organization to thrive amidst challenges.

Media

Media

Integrations Supported

Dropbox
Google Drive
Microsoft 365
Microsoft SharePoint
SAP Business One
SAP Store
Salesforce

Integrations Supported

Dropbox
Google Drive
Microsoft 365
Microsoft SharePoint
SAP Business One
SAP Store
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

XiTrust Secure Technologies

Date Founded

2002

Company Location

Austria

Company Website

www.xitrust.com

Company Facts

Organization Name

SS&C Advent

Company Location

United States

Company Website

www.advent.com/solutions/advent-genesis/

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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

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