SS&C Advent Geneva
B
B tier on Portfolio Management SoftwareScore 7.7 · #21 of 81
- Android app
- Not listed
- Free plan
- No
- Runs on
- Web

Summary
SS&C Advent Geneva is ranked #21 of 81 in portfolio management software on Everything Xiaomi, made by SS&C Advent Geneva (Windsor, Connecticut, United States). It runs on Web.
Compared on portfolio management software
- Performance reporting
- Yesadvent.com
Facts
- Asset class coverage
- multi_asset_alternativesadvent.com · 20 Sept 2026
- Allocation analysis
- Yesadvent.com · 20 Sept 2026
- Risk analysis
- Yesadvent.com · 20 Sept 2026
- Tax-lot tracking
- Yesadvent.com · 20 Sept 2026
- Purpose
- Geneva is a portfolio management, accounting, and reporting platform for investment managers.advent.com · 8 Oct 2026
- Portfolio and fund management
- The platform provides integrated portfolio and investment management and reporting.advent.com · 8 Oct 2026
- Investor accounting
- Geneva supports investor accounting and reporting on a multi-currency platform.advent.com · 8 Oct 2026
- Data and workflow
- Geneva includes data management, reconciliation, and workflow capabilities for managing exceptions and data governance.advent.com · 8 Oct 2026
- Cloud and local deployment
- Geneva is available as a cloud-hosted platform or for local installation.advent.com · 8 Oct 2026
- Reporting and automation
- Geneva’s interface supports automating trade aggregation, consolidated reporting, and investment activity and P&L workflows.advent.com · 8 Oct 2026
- Integrations
- The Geneva integration with ICE Data Services’ RemotePlus provides prices, corporate actions, dividends, and security master information.advent.com · 8 Oct 2026
- Managed services
- SS&C Advent offers cloud delivery with customizable managed services for middle- and back-office functions.cdn.advent.com · 8 Oct 2026
- Support
- The managed services offering includes a dedicated service and support team with access to Geneva developers.cdn.advent.com · 8 Oct 2026
- Security and controls
- The managed services brief says SS&C Advent issued a SOC-1 Type II report and describes audit trails for processes from initiation to final approval.cdn.advent.com · 8 Oct 2026
- Intended users
- SS&C Advent describes Geneva as serving alternative investment firms and asset managers, including firms managing complex strategies and fund structures.advent.com · 8 Oct 2026
- Pricing
- The opened Geneva pages provide no listed price and direct prospective customers to contact SS&C Advent or request a demo.advent.com · 8 Oct 2026
Company
- Founded
- 1986advent.com · 28 Sept 2026
- Headquarters
- Windsor, Connecticut, United Statesadvent.com · 28 Sept 2026
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Sources
- advent.com/geneva/· checked 20 Sept 2026
- advent.com/resources/all-resources/brief-geneva-fo· checked 8 Oct 2026
- advent.com/resources/all-resources/product-preview· checked 8 Oct 2026
- advent.com/about/partners/· checked 8 Oct 2026
- cdn.advent.com/resources/pdfs/briefs/geneva-with-adven· checked 8 Oct 2026
- advent.com/who-we-serve/alternative-managers/· checked 8 Oct 2026
