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Genesis is a highly scalable, cloud-based portfolio construction and rebalancing solution designed to work in concert with SS&C Advent’s Moxy® OMS. It enables portfolio managers to manage models, rebalance accounts, manage portfolio “drift” and adjust strategies more quickly and efficiently. The combination of Genesis and Moxy gives firms a seamless path from trading decisions through trade creation to execution.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.