Advent Software, a provider of software and services for the investment management industry, has announced that Zan Partners has selected Geneva, its portfolio management and reconcilia
Advent Software, a provider of software and services for the investment management industry, has announced that Zan Partners has selected Geneva, its portfolio management and reconciliation solution.
Zan Partners is a boutique investment management company that caters to high net worth individuals, families and trusts, offering personalised financial services and access to a diverse range of investment products and opportunities via its independent platform.
‘We were looking for a first-class solution, with a quality operational infrastructure to create a platform to support our growth plans,’ says Christi Gujral, chief operating officer, Zan Partners. ‘After researching other solutions, we chose Geneva for its functional strength across the middle- and back-office, ongoing support, and most importantly, Advent’s proven reputation in the investment management community. We are looking for long-term, reliable partnerships with our vendors and are confident that Geneva will prove to be a major asset for our business moving forward.’
‘We are thrilled that Zan Partners has selected Geneva, and we look forward to working together and supporting their future growth,’ says Chris Cattermole, sales manager, Advent Software EMEA. ‘Geneva is a cost-effective and scalable solution for hedge fund managers of all sizes. Its ability to make clients more efficient, along with its strong product development cycle and comprehensive support make Geneva the solution of choice over the competition.’
Geneva, a global investment management platform, offers comprehensive instrument coverage and industry-standard reconciliation and integration tools to enable firms to manage complex investment vehicles and multiple investment strategies.
