Rely on Our Team of Seasoned Experts for Geneva Implementation and Support

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Minimum 14 years of Geneva experience with each member of senior management
Proven expertise in both Advent Geneva and Global World Investor (GWI)
Previously held positions with hedge funds, fund administrators, and prime brokers,
Our team is uniquely positioned to understand your operations.

Geneva Consulting Services

PBI Geneva Implementations

PBI has deep experience in Geneva implementations. Senior-level team members lead all service delivery—reducing project risks and controlling costs through proper planning, knowledge, and management.

Core implementations include Advent Axys to Geneva migration services and legacy platform migration services.

Geneva Upgrade Management

PBI can assist with upgrades to new Geneva versions to help maintain seamless operations and data integrity.

Services include:
•Impact assessment
•Regression testing
•Custom report testing
•Integration testing
•Documentation

Geneva Managed Services

PBI can manage all or any aspect of your data warehousing and reporting needs:

•Daily processing and reconciliation
•Security definitions
•Daily reporting
•Data integration
•Disaster recovery testing
•Hosting and remote server  administration
Geneva Consulting

Past Geneva Work

Portfolio BI accounting solutions and upgrades for a series of mid-to-large hedge funds, including integration, regression testing, data set up/conversion, reconciliation, testing, training, and overall project management.
Technical and operational support for a large hedge fund, including server monitoring, backup/restoration, report generation, reconciliation, and escalation to PBs, and counter parties.