Geneva Upgrades One Pager

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Geneva Upgrades One Pager

Improve the power and performance of Geneva® portfolio accounting platform with version upgrades

Asset managers rely heavily on Geneva® accounting platform but often fall behind on version upgrades. This creates unnecessary technology risk and prevents firms from realizing the full benefit of new features and functions.

IVP specializes in Geneva® upgrades that extend beyond the core application to include custom integrations, data regression testing and RSLs. Our end-to-end services include:

Indus Valley Partners (IVP) has years of hands-on experience with Geneva® setup and upgrades, allowing us to develop a proprietary and proven approach that brings certainty and helps ensure a smooth transition.

Geneva® is a registered Trade mark of SS&C

Multi-Billion Dollar Asset Manager Automates pricing

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Multi-Billion Dollar Asset Manager Automates pricing

To prove alpha, funds need to calculate the price of every position in the portfolio. Pricing involves a great deal of time-consuming work, from data collection to rules application to pricing tests. For more exotic asset classes, highly illiquid securities, or mark to model securities, pricing can be a much more complicated endeavor. IVP Price Master helps funds apply valuation policies consistently and deliver prices that executives, investors, and auditors can review with confidence.

Learn how IVP Price Master provides an end-to-end automated pricing solution for an asset manager with $10 billion AUM focused on structured credit and private deals across multiple sectors globally helps them achieve 100% audit transparency while resulting in 60% cost reduction.

Download the Case Study to know more.

IVP Issue Brief | COVID-19 And Regulatory Reporting

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IVP Issue Brief | COVID-19 And Regulatory Reporting

The global pandemic has significantly impacted the financial ecosystem, its processes and infrastructure. In nearly every jurisdiction, market participants are calling for policy adjustments and relaxation of regulatory requirements given the ongoing economic uncertainty. Institutions, investors and other stakeholders are adjusting and evolving traditional processes to meet the demands of the new environment.

While regulators have been sympathetic to the investment community, striking a balance between relaxing stringent obligations and monitoring risk build-up across markets, a fund’s success hinges on its ability to harness digital-first providers in order to accelerate its digital transformation.

Download the Knowledge Paper to know how key agencies in the US and EU are walking the line between flexibility and oversight.