Tech It Up Amplifying Operations with the April Geneva Release
Jun 3, 2025
Eddie Russo, Senior Director of Product Management for Geneva at SS&C Advent, discusses the exciting updates from the April release of their platform. He dives into key improvements in portfolio fund accounting and a new web-only user experience that enhances efficiency and lowers costs. Eddie highlights innovations like the REST API architecture and tools designed to streamline operations. The conversation also touches on the vital role of client feedback and a playful segment on NBA playoff predictions!
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Four Strategic Pillars Drive Geneva
- Geneva's product strategy centers on four themes: portfolio & investor accounting, user experience, platform innovation, and managed services.
- These pillars guide investments like new web UI, AI integration, and expanded managed services to lower client TCO.
Adopt The New Web Workspaces
- Move users toward the new web UI and workspaces to streamline workflows and reduce screen-jumping.
- Encourage upgrades to take advantage of faster, centralized processing and improved user experience.
Performance-Focused Workspace Upgrades
- Workspaces now include enhanced filters, relative date options, and caching for large datasets.
- These changes reduce time to surface accounting results for complex portfolios.