SS&C Advent Genesis DEMO
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Description:

Whether your firm manages institutional assets, individual wealth, or a combination of the two, leverage a powerful, cloud-based solution that optimizes your portfolio management, order creation, and trading workflows. When integrated with Moxy, Advent Genesis provides a seamless path from trading decisions to execution.

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Black Diamond featuring Triad Advisors
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FinTech Trends Billing and Performance
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Wealth considerations for business owners
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Succession and Ownership Transitions for Older Advisors
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Future of Wealth Management, Industry Trends