Case Study: Diversified Private Investment Firm achieves streamlined, scalable operations with SS&C Advent's Geneva

Diversified Private Investment Firm - Customer Case Study

Diversified Private Investment Firm, a New York–based manager of generational wealth with a $1 billion hedge fund component, needed to replace spreadsheet-based accounting with a scalable, easy-to-use portfolio management platform that wouldn’t require heavy programming support. After evaluating alternatives, the firm selected SS&C Advent’s Geneva for its intuitive GUI, standardized reporting, and usability for non‑IT users.

SS&C Advent implemented Geneva as the firm’s operational backbone, integrating it with a third‑party OMS, a proprietary risk system, two prime brokers and an external fund administrator and leveraging Geneva Advantage for overnight reconciliations. The result: the firm grew six‑fold in under two years while maintaining just two operations staff, automated daily reconciliations so morning numbers arrive ready, reduced manual work and enabled internal shadow accounting — positioning the firm to expand into new strategies without replacing systems.