Genesis is a highly scalable, cloud-based portfolio construction, rebalancing and trade creation solution designed to complement Moxy’s industry-leading order and execution management functionality. It enables portfolio managers to manage complex models, fully or partially rebalance accounts, manage cash, and seamlessly review drift across various aspects of your book of business in order to make adjustments more quickly and efficiently. Genesis relieves portfolio management teams of the tedious, labor-intensive process of running and analyzing reports from multiple systems to determine daily cash and rebalancing requirements.
What’s more, Genesis strengthens collaboration across the front office. Session sharing capabilities enable portfolio managers to delegate the rebalancing process to teams, then review and approve or edit their work, all the while retaining the necessary audits and controls demanded by our industry.