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Unleash the Symphony of - Wealth Management
Empower Your Firm, Elevate Client Experiences

Genesis, the wealth management platform by Novel Patterns, equips you with powerful tools to streamline operations and enhance client service. Optimize client portfolios with data-driven insights and automated workflows, ensuring compliance and maximizing returns. Navigate alternative investments confidently with dedicated tools and expert guidance, while experiencing seamless front-to-back office operations. Gain a holistic view of client assets and investments for informed decision-making and strategic portfolio optimization.

Enjoy enhanced client relationships by delegating tasks to Genesis, freeing time for building stronger connections. Make data-driven decisions to increase operational efficiency and mitigate risks, maintaining regulatory compliance effortlessly. Genesis empowers wealth management firms to become data-driven powerhouses, deliver exceptional experiences, and navigate complex investment landscapes with unparalleled efficiency.

Ready to unlock your practice's full potential?

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Portfolio Management Services (PMS)
  • Dynamic Portfolio Optimization
  • Risk Analytics Integration
  • Compliance Monitoring Tools
  • Performance Attribution Analysis
  • Tactical Asset Allocation
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Alternative Investment Fund Management
  • Diverse Asset Integration
  • Risk Management Solutions
  • Regulatory Compliance Tracking
  • Performance Benchmarking Tools
  • Strategic Investment Planning
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Customized Family Office
Solutions
  • Tailored Wealth Strategies
  • Holistic Wealth Management
  • Comprehensive Reporting Dashboards
  • Customizable Reporting Solutions
  • Risk Mitigation Solutions
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Genesis: Data Mastery Unleashed

In the ever-evolving reporting landscape, Genesis stands out as a beacon of innovation and efficiency. With a focus on meeting the diverse needs of modern investment firms, Genesis offers a comprehensive solution that integrates seamlessly into your operations. Here's why Genesis is the ultimate choice for navigating the reporting terrain:

  • Robust Reporting for Long-Only and Alternative Funds
  • Configurable Workflow Automation and Exception Handling
  • Streamlined Data Retrieval and Reporting Processes
  • Daily Net Asset Value (NAV) Computations
  • Versatile Support for Various Account and Fund Classifications
  • Comprehensive Audit Trails and Security Protocols
  • Advanced Portfolio Risk Assessment and Analytics
  • Integrated IBOR (Investment Book of Records) and ABOR (Accounting Book of Records) Reporting
  • Customized Fund Accounting Solutions
Genesis Wealth Management: Cloud-Powered Finance Management
Transform your Walth Management with a Streamlined, All-In-One Cloud Solution
Effortless Efficiency

Harness the power of advanced technology with Genesis Wealth Management for seamless, scalable, and regulatory-compliant services. With Genesis at your side, you can direct your focus towards preparing your clients for the market while we manage your infrastructure requirements effortlessly.

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Deployment Flexibility

Tailor your deployment strategy to your exact needs with Genesis Wealth Management. Whether you prefer cloud-based solutions (public or private), on-premise installations, or a hybrid approach, Genesis offers the flexibility to adapt to your unique preferences and requirements.

Unmatched Cloud Services

Experience seamless implementation across various cloud platforms. Our comprehensive support extends to cloud-native services such as containers, data portability, load balancing, and monitoring tools, ensuring unparalleled performance and reliability.

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Automate Fund Operations & Streamline Your Clinical Trials

Achieve breakthrough efficiency and data accuracy in your clinical trials with Genesis' automated fund operations solution.


Let Genesis pave the way for a more efficient and successful clinical trial experience.

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Pre-NAV Activities
  • Effortless Data Collection
  • Automated Statistical Entry
  • Data Quality Oversight
  • Regulatory Compliance Checks
  • Real-Time Data Visibility
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NAV Activities
  • Simplified Net Asset Value (NAV) Calculation
  • Automated Report Generation
  • Streamlined Regulatory Submissions
  • Enhanced Audit Trails
  • Centralized Financial Management
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Post-NAV Activities
  • Automated Workflows
  • Post-Trial Financial Management
  • Transparency & Accountability
  • Detailed Transaction Tracking
  • Reconciliation & Closeout Efficiency
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Conquer Industry Challenges with Tailored Solutions & Cutting-Edge Technology

In today's dynamic business landscape, a staggering 80% of executives report facing significant industry challenges that impede growth. These hurdles demand innovative solutions, and that's where Genesis comes in. With Genesis, businesses gain access to tailored strategies that leverage cutting-edge technology and industry expertise to overcome hurdles efficiently.

Through advanced algorithms and data analytics, Genesis ensures compliance while maximizing operational efficiency. Strategic partnerships enable organizations to tap into new markets and drive growth. With continuous support, Genesis facilitates seamless implementation and adaptation, empowering businesses to achieve sustained success amidst industry challenges.

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Tailored Solutions

63% of businesses struggle with a one-size-fits-all approach. Genesis offers customized strategies that address your specific industry challenges with laser focus, maximizing efficiency and overcoming hurdles.

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Innovative Technology

72% of businesses report a lack of access to cutting-edge technology. Genesis leverages advanced algorithms and data analytics to streamline operations, ensure compliance, and unlock new possibilities.

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Strategic Partnerships

58% of businesses feel limited by their current network. Our strategic partnerships open doors to new markets and industry expertise, fueling growth and propelling you ahead of the competition.

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Continuous Support

42% of businesses cite implementation and adaptation challenges. With Genesis, you receive ongoing guidance and support, ensuring a smooth transition and sustained success in navigating industry obstacles.

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