CONSULTING
Hands-on engagements, from strategy to shipping.
We embed with your team, ship alongside you, and leave lasting capability behind — backed by over a decade building and running investment-management technology.
I · ADVENT GENEVA
Implementation, customization, and integration for investment managers running Advent Geneva.
Implementation & Migration
Implementations and upgrades aligned to current best practice, including Geneva Web (Workspaces, REST API) enablement.
Custom Reporting
New reports and RSLs, data feeds for downstream systems, General Ledger maps designed for your custom financial statements, and performance tuning.
Data Warehousing
Business analysis, RSL extract development, dynamic and closed period accounting implementation, download configuration and parameterization, custom processes implemented within the warehouse, performance optimization, and reporting with data verification against Geneva.
Geneva Web Enablement
Workspaces configuration and training — Positions, General Ledger, Query Builder among them. REST APIs: introduction to the endpoints and feed setup.
Integrations
Geneva connected to OMS, specialized operations and reporting platforms, reconciliation, and ERPs such as Microsoft Dynamics.
II · PRODUCT MANAGEMENT
Taking fintech products and features from idea to shipped — discovery, roadmap, and delivery.
BACKGROUND
Fifteen years building and running the systems investment managers rely on.
Have a hard problem? Let’s talk.
SCHEDULE A QUICK CALL