Advent Genesis Overview

Discover comprehensive insights into Advent Genesis. Learn more about product features, capabilities and expert reviews based on 18 insights and explore use-cases showcasing how Advent Genesis enhances Proposal & quote management and drives growth.

This is a summary of the comprehensive capabilities and benefits of Advent Genesis based on over 18 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Advent Genesis is right for your needs? Our Cuspera AI engine can evaluate how Advent Genesis fits your specific business needs, industry, and context. Get your personalized assessment report today.

Advent Genesis supports business activities such as:

  • Proposal & Quote Management
  • Workflow Management

Advent Genesis can help you with many business goals, such as Enter New Markets Internationally Or Locally.

Advent Genesis Reviews

11 buyers and buying teams have used Cuspera to assess how well Advent Genesis solved their business needs. Cuspera uses 18 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Enter New Markets Internationally Or Locally is the most popular business priority peers achieved using Advent Genesis.

Use Cases

Peers recommend Proposal & Quote Management , Workflow Management , as the business use cases that they have been most satisfied while using Advent Genesis.

Case Studies

COMPANY CASE STUDIES
Advent Genesis case study
CASE STUDY HMI Capital

Tamale helps HMI Capital work better as a team. The investment fund spends less time filing and searching for data. They spend more time using key information to make investment decisions. Tamale is important for HMI Capital’s research-driven investment process. The fund focuses on five sectors and... keeps a small, well-researched portfolio.

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Advent Genesis case study
CASE STUDY Anonymous - State Division of Investment Services

Geneva helped a state division of investment services upgrade from a 16-year-old system. The division manages $84 billion for retired employees and teachers. They needed multi-currency support for alternative investments and global markets. The migration to Geneva finished on time and under budget.... The new system supports diversification and higher returns.

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Advent Genesis case study
CASE STUDY EFG Hermes

SS&C Advent helped EFG Hermes, a top asset manager in the Middle East and Africa, improve their global investment operations. EFG Hermes used automation and SS&C Advent's technology to boost credibility with clients and prospects. The partnership made it easier for EFG Hermes to scale and grow. The...ir investment operations became more streamlined and efficient. EFG Hermes now has a stronger technology backbone for their business.

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Based on peer insights

Cuspera recommends Advent Genesis for

Use Cases Proposal & Quote Management , Workflow Management
Business Priority Enter New Markets Internationally Or Locally

IT and Other Capabilities

for Advent Genesis

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

2.93/5 ★

Read Reviews (1)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

2.93/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

3.49/5 ★

Read Reviews (5)
Custom Reports

3.16/5 ★

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Analytics

3.49/5 ★

Read Reviews (5)
Custom Reports

3.16/5 ★

Read Reviews (2)

Software Failure Risk Guidance

?

for Advent Genesis

Top Failure Risks for Advent Genesis

Vendor Profile Details

Company Name

SS&C Advent

HQ Location

San Francisco, CA

Employees

1001-5000

Social

Financials

M&A