Geneva Consulting Services

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Indus Valley Partners is a leading consulting services provider for SS&C Advent Geneva. Over the years, IVP has worked with large institutional managers, hedge funds, fund administrators and prime brokers to implement, migrate, and upgrade Geneva. IVP offers unparalleled expertise and a unique delivery model that guides our clients through critical Geneva projects, as well as responsive support for day-to-day technical and operational challenges.

Geneva Consulting Service Offering

Implementations and Upgrades

  • White glove consulting for custom Geneva projects
  • Operational workflow design and implementation
  • Implementation and documentation of industry best practices
  • System reconciliations with legacy infrastructure
  • Support for workflow manager, Geneva Advantage and Geneva World Investor
  • Fixed-fee Geneva version upgrades and migrations

Technical Services

  • Geneva data download and processing time optimization
  • Custom report development (Geneva RSL and RDL)
  • Geneva integrations across modules
  • Data warehouse integration support
  • Geneva environment/server maintenance and management

Operational Services

  • Geneva managed services and shadow accounting services
  • Daily security setup and trade booking workflow
  • Daily cash, positions and P&L reconciliations with brokers and admins
  • Corporate actions processing
  • Daily portfolio valuation and NAV determination
  • Monthly reconciliations and NAV closing
  • Internal books and records preparation

More Power, Less Risk

Our comprehensive Geneva upgrades include custom integrations
  • Faster performance
  • New features
  • Bug fixes
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