Advent Geneva

geneva.advent.com · Toronto, Canada

Advent Geneva is a portfolio accounting and investment management platform used by hedge funds, asset managers, fund administrators, and other institutional investors to manage complex multi-asset portfolios, accounting, and reporting workflows. The software supports trade capture, portfolio valuation, performance measurement, and investor reporting, and is sold on a subscription and maintenance basis. It is part of SS&C Advent, a business unit of SS&C Technologies Holdings, Inc.

  • Wealth & Investment Software
  • Financial Planning & Analysis
Revenue
$70.0M
Employees
250
Founded
1994
Headquarters
Toronto, Canada

What 5 Arbolus experts think of Advent Geneva

NPS scores are strongly positive for 60% of respondents (scores 8–10), neutral for 20%, and highly negative for 20%. Renewal intent is high with 80% planning to continue with the platform. Implementation stickiness is notable; 80% of users report more than 1 year of deployment, while only 20% are in pilot or early stages. The main qualitative themes point to positive experiences among high spenders and long-term users, while dissatisfaction is isolated to a low spender with no renewal intent.Overall Customer Sentiment: Positive

Who reviewed Advent Geneva

Total customers 5 5 current · 0 former
Reviews growth +3 in six months
Seniority of respondents
  • C-Suite 60% (3)
  • Director 20% (1)
  • Manager 20% (1)
Operations Leader C-Suite NPS 10 Will renew
Operations Manager Manager NPS 10 Will renew
Finance Leader Director NPS 10 Will renew

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Sentiment

40 Net Promoter Score, from 5 scored reviews
  • Promoters 3
  • Passives 1
  • Detractors 1

Cumulative NPS by month

-2 over 5 months
  • Aug 10
  • Sep 10
  • May 10
  • Sep 9
  • Oct 8

Net Promoter Score across 2 reviews, accumulated up to each month. Category median 48 across 2 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 75%
  • Will renew 3
  • Undecided 0
  • Not renewing 1

Plan to renew, by seniority

  • C-Suite 50% 2 answers
  • Director 100% 1 answer
  • Manager 100% 1 answer
  • 10/10 Average score from customers who will renew
  • 2/10 Average score from customers not renewing

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