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Geneva's report generation feature has been hailed by users as a valuable tool that simplifies portfolio analysis. Users have praised the …
Overview
What is Geneva?
Geneva from Advent Software, an SS&C company, is a financial asset and global portfolio management solution for hedge funds, asset managers, and wealth management entities.
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What is Geneva?
Geneva from Advent Software, an SS&C company, is a financial asset and global portfolio management solution for hedge funds, asset managers, and wealth management entities.
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
LES TWINS | Laurent Judge Demo Showcase in juste Debout Geneva
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LES TWINS | Larry Judge Demo Showcase In Juste Debout Geneva
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Les Twins | Laurent's Full Judge Demo Juste Debout Geneva 2020
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Les Twins | Larry's Full Judge Demo Juste Debout Geneva 2020
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Eritrea Demo 21 June 2016 Geneva
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Product Details
- About
- Tech Details
What is Geneva?
Geneva Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Geneva's report generation feature has been hailed by users as a valuable tool that simplifies portfolio analysis. Users have praised the software for its visually appealing and easy-to-understand reports, which have helped them gain deeper insights into their portfolios. By providing clear and concise information, Geneva's report formats have enabled users to make informed investment decisions and communicate effectively with clients and stakeholders.
Another key business problem solved by Geneva is its efficiency in fund accounting. Businesses have leveraged the software's capabilities to effectively service a large number of clients. This has contributed to streamlined operations and increased productivity. With Geneva's faster processing capabilities, users have been able to handle complex calculations and reporting tasks in a timely manner, ultimately enhancing their ability to deliver accurate financial information to clients and investors.
Moreover, Geneva plays a crucial role in fulfilling businesses' specific requirements. Users, such as RSL developers, have relied on Geneva to translate their business needs into working RSL reports. Additionally, the software offers flexibility and control through features like reporting customization and dashboard creation, allowing users to tailor their data analysis according to their unique needs.
Being part of the Advent community has provided users with the advantage of staying compliant and up to date with new regulations. This integration enhances their confidence in the software's ability to meet regulatory requirements effectively.
Furthermore, Geneva's extensive support for various types of securities and customizable reports has been highly beneficial for users. It allows them to meet their specific requirements without having to invest in additional tools or resources. By evolving over time, Geneva has continually improved the accounting process, making it easier for users to navigate and accomplish their tasks efficiently.
Overall, Geneva solves crucial business problems by simplifying portfolio analysis, enhancing efficiency in fund accounting, providing flexibility and customization options, ensuring compliance with regulations, supporting various securities, and improving the overall accounting process. Its intuitive features empower users with valuable insights and help them make informed investment decisions while efficiently managing their financial operations.
User-friendly Interface: Many reviewers have praised the software for its user-friendly interface, which allows for easy navigation and a straightforward process. Users have found it intuitive to use and appreciate the simplicity of the system.
Powerful Accounting Engine: Several users have highlighted the powerful accounting engine of Geneva, which dynamically calculates values in real-time, providing accurate reporting. This feature enables users to handle complex financial instruments effectively and perform detailed analysis.
Comprehensive Reporting and Analysis: The software's reporting capabilities specifically designed for hedge funds have been highly valued by reviewers. They appreciate features such as tax lot level information, appraisal reports, and daily NAV calculations through various reports. The comprehensive view of the portfolio provided by Geneva's N-tier structure facilitates better management of costs within the fund.
Quirks and Bugs: Some users have experienced quirks and bugs in the application, which have resulted in the need for workarounds and re-building of broken funds. This has caused a significant amount of re-work and frustration.
Difficult Debugging: Reviewers have mentioned that debugging the report code can be challenging as the compiler does not point out the exact line of the problem. This makes it more time-consuming to identify and fix issues.
Complexity of RSL Language: The proprietary language RSL used in the software is seen as technical by some users. They suggest switching to SQL, which they find more familiar and easier to use.
Users have provided several recommendations for the software based on their experiences. Firstly, many users have found the software to be reliable and recommend considering it for business needs. They appreciate its stability and trustworthiness in handling various financial tasks.
Secondly, users have praised the software for its simple and user-friendly interface. They find it easy to navigate and understand, which contributes to a positive user experience.
Thirdly, users recommend using the software for hedge fund accounting and portfolio accounting in the securities industry. They believe that the software is well-suited for these specific financial operations and can effectively handle the complexities involved.
Furthermore, users commend the software for providing good control and connectivity with other systems. This allows them to seamlessly integrate their accounting processes with other essential business tools.
In summary, users frequently recommend this software for its reliability, user-friendly interface, suitability for hedge fund and portfolio accounting, as well as its control and connectivity with other systems.