SS&C Technologies Holdings made several announcements on Tuesday regarding its technology offerings.
Among them is a new cloud-based portfolio construction and rebalancing solution, Advent Genesis, that reduces manual processes for portfolio managers.
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“Investment management firms are looking for rebalancing tools that optimize the order-creation process and provide an efficient use of time,” Robert Roley, senior vice president and general manager at SS&C Advent, said in a statement. “With Advent Genesis, our customer’s portfolio management staff now have the ability to quickly and easily track and execute on complex trading decisions.”
SS&C also announced on Tuesday that its Geneva technology platform is being updated with a new exception management and workflow tool that will automate data quality assurance processes for financial professionals.
The tool will be able to identify and report data exceptions within a dashboard, giving advisors an easy way to view exceptions. The tool can be customized for a firm’s specific data queries and portfolio classifications.