Case Study: Keywise Capital Management achieves scalable, customized reporting and seamless integrations with SS&C Advent's Geneva

Keywise Capital Management - Customer Case Study

Keywise Capital Management, a Hong Kong–headquartered asset manager focused on Greater China long/short and long-only strategies, needed a scalable, accurate accounting and reporting platform to support rapid growth, satisfy investor due diligence and handle multiple prime brokers and custodians. The firm partnered with SS&C Advent, upgrading from Axys to the Geneva portfolio and general ledger accounting system to provide real-time, multiasset-class, multicurrency reporting and reconciliation.

SS&C Advent implemented Geneva with customized reporting, broad counterparty integrations, an audit trail and user-friendly workflows, enabling T+1 reconciliations and faster onboarding. The solution helped Keywise sign a new five‑year contract, scale from two managed accounts to more than ten and grow assets under management to over US$2 billion, while improving client communication, operational efficiency and investor confidence.

Keywise Capital Management

Lizza Chiu

Chief Financial Officer