ADVENT GENESIS

Computer software, namely, software for financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees

Software as a service (SaaS) featuring software in the field of financial portfolio management, rebalancing portfolio construction, investment research, portfolio analytics and decision support, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, financial instruments trading compliance, and calculation of fees