Transforming the Wealth Management Experience

In a financial landscape defined by relentless change, wealth management firms need a technology backbone that not only adapts but actively anticipates. Genesis by Novel Patterns isn't just a one-size-fits-all solution; it empowers you to shape the future of your business on your terms. Imagine a platform that seamlessly integrates with your existing infrastructure, accommodates your unique business processes, and scales alongside your growth ambitions. Genesis delivers this adaptability through a modular architecture and a robust developer ecosystem, allowing you to extend core functionalities, craft custom workflows, and curate an exceptional client experience that sets you apart.

Furthermore, Genesis recognizes that the future of wealth management hinges not just on reacting to change, but on embracing its potential. With a commitment to cutting-edge technologies like AI and big data, Genesis empowers you to experiment with future market scenarios, refine risk models, and make data-driven decisions that propel your firm towards long-term success.

Advanced Algorithmic Trading

Seamlessly connect Genesis to proprietary trading models or third-party algorithmic engines for optimal execution strategies across global markets.
Real-Time Analytics

Execute complex analyses (e.g., multi-factor risk) in real-time to inform trade decisions. Continuously monitor holdings for risk and compliance adherence.
Big Data Capacity Platform

Harness Genesis' scalable architecture and cutting-edge technology to efficiently handle massive volumes of market and transaction data.
Hybrid Cloud Agility Platform

Gain efficiency, scalability, and cost-effectiveness through robust cloud infrastructure, all while maintaining granular control over sensitive data.
Cybersecurity at the Core

Rigorous encryption, multi-factor authentication, and granular access controls safeguard client assets and sensitive financial information.
Composable Architecture

Assemble or extend core Genesis modules with custom components to create perfectly tailored workflows and client experiences for better support.
Predictive Analytics Sandbox

Rigorously test new investment strategies, and continuously refine risk models in a secure, isolated environment to optimize decision-making processes.
Regulatory Compliance

Stay ahead of constantly evolving regulations and compliance requirements with sophisticated monitoring systems, and automated compliance reporting.
Connect with us

Connect with us today to explore how our comprehensive solution can optimize and streamline your wealth management operations, propelling your business toward greater success and prosperity.

Genesis Wealth Management Solution is packed with features
Holistic Client View

Consolidate client data, interactions, and financial goals for personalized advice and seamless relationship management.

Robust Financial Planning

Facilitate in-depth projections, scenario modeling, and tailored goal-based planning to empower clients.

Family Office Capabilities

Manage complex multi-generational structures, consolidated reporting, and specialized trust accounting.

Portfolio Management

Handle sophisticated strategies, rebalancing, tax-aware optimization, and performance attribution analysis.

FoF & Asset Pooling

Effortlessly model and manage hierarchical fund structures ideal for alternative investment strategies.

Workflow Automation

Streamline operational processes, reduce errors, and enforce compliance with customizable workflow rules.

Multi-Asset, Global Coverage

Manage equities, fixed income, derivatives, alternatives, real estate, and more across international markets.

Agility & Scalability

Deploy on the cloud for reduced IT overhead and elastic scalability.

Discover how Genesis can transform your operations.
Schedule a personalized demo today.
Empowering Every Corner of Your Wealth Management Business
Exceptional Business Expansion
  • Tap into the HNWI Network: Leverage data-driven insights on high-net-worth individuals for targeted business development opportunities.
  • Robust Security: Safeguard assets with enterprise-grade encryption, access controls, and compliance safeguards.
  • Scale with Efficiency: Streamline operations, reduce costs, and support growth with automated workflows and centralized data.
Exceptional Client Experience
  • 360-Degree Investment View: Empower clients with a consolidated dashboard showcasing all holdings and performance.
  • Proactive Notifications: Keep clients informed with timely alerts on market movements, portfolio changes, or important events.
  • Self-Service Portal: Offer clients autonomy with online capabilities for subscriptions, redemptions, and systematic investments.
Advisor/Manager Empowerment
  • Holistic Client Profiles: Access all client data, history, and goals in one place for informed advice and relationship building.
  • Streamlined Prospecting: Manage potential clients, appointments, and meeting notes in a centralized system.
  • Informed Order Placement: Execute trades quickly and confidently with real-time portfolio and market data.
Investment Team Excellence
  • Sophisticated Asset Coverage: Manage diverse investments including alternatives, private equity, and fixed income with specialized tools.
  • Advanced Analytics: Model portfolios, conduct complex risk assessments, and make data-driven investment decisions.
  • Real-Time Execution: Connect directly to brokers/exchanges for optimal trade execution and reduced settlement risk.

Or write to us at

Call us on +91-9650900223 (Sales & Marketing)

Or just get a demo and assess the advantage!

Enquire Now
Easy To Find Us

    Tired of filling forms?
    Book Appointment To Get Quick Start !
    Schedule Direct Call