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The All-In-One Platform for Your Investment Management Needs!

Maximize your investment returns with our comprehensive asset and investment management platform.

Manage Your Investments with Ease


Genesis® is a comprehensive investment management platform that streamlines your investment management process through a single, reliable, and transparent platform. It allows you to manage complex global investment strategies with simplified accounting, data, and reporting. The platform addresses your real-time data and seamless integration needs and is optimized for search engines, making it easy for you to find and learn about its benefits. With Genesis, you can confidently take control of your investments and achieve your financial goals.

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Fund Management

Manage the full fund lifecycle with a comprehensive suite of tools and resources to make informed investment decisions. With real-time market data, advanced analytics, and expert insights, our platform gives you the power to manage your investments with confidence. Our platform is designed to meet your needs, providing you with the flexibility and control.

Portfolio Management

The platform is designed to make it easy for investors to manage their portfolios and make informed investment decisions. With a user-friendly interface, intuitive navigation, and powerful tools, our platform streamlines the investment management process, allowing you to focus on what matters most: growing your investments. 

Fund Accounting

Fully automated & integrated accounting with a multi-currency general ledger allowing multiple charts of accounts per fund/vehicle. From daily accounting & NAV calculations to advanced reporting and analytics, our services help you navigate the complexities of fund accounting with ease.  Our services help you navigate the complexities of fund accounting with ease.

Explore Genesis Features

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FIND OUT HOW GENESIS, A CUTTING-EDGE ASSET AND INVESTMENT MANAGEMENT PLATFORM, CAN PROVIDE YOU WITH A COMPETITIVE EDGE

Genesis is a comprehensive front, middle, and back-office asset management software solution for fund accounting, portfolio accounting, and wealth management. Both a cloud-based and an enterprise solution are offered. Orders powered by pre-trade rules can be managed by Genesis for both internal and external compliance. The system has extensive configuration options and a chart of accounts that allow users to build custom GLs. It’s a scalable and highly configurable solution.

For resource-intensive tasks, such as month-end reporting for portfolio managers and asset managers, the cloud version is supported by on-demand scalability. The application is capable of supporting multiple asset classes like equity, bonds, futures, options, swaps, and FX, including spots, forwards, and NDF.

Granular accounting and reporting are offered by Genesis, allowing various stakeholders to examine helpful portfolio views and NAV. IBOR and ABOR reporting in Genesis add to this. The Genesis solution is very customizable and scalable. Multiple asset classes, including stocks, bonds, futures, options, swaps, and FX, including spots, forwards, and NDF, can be supported by it. For resource-intensive tasks, such as month-end reporting for portfolio managers and asset managers, the cloud version is supported by on-demand scalability. Granular accounting and reporting are used to support the application, allowing various stakeholders to examine valuable portfolio views and NAV.

Genesis – Asset & Investment management platforms offer a variety of services, including:

  • Portfolio management and investment decision automation may both save time and lessen the chance of human error.
  • Advanced analytics and reporting capabilities, may give investors insightful information about the performance and risk exposures of their portfolios.
  • Portfolio holdings diversification, can help lower risk and increase profits over time.
  • Customized portfolio construction that is specifically suited to each asset manager allows them to customize the platform as per their needs.
  • It is accessible to a wide range of investors because it is cost-effective and has low minimum investment requirements.
  • 24/7 access to the account and portfolio information, enables asset managers to stay informed and make real-time choices.
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