Geneva vs. fi360 Toolkit

Firms that want to stay current and competitive in this dynamic market need a portfolio management solution that supports multiple asset classes, multi-currency portfolios, complex global fund structures and increasing transaction volumes. Built to natively provide real-time portfolio and general ledger accounting, Geneva seamlessly supports new lines of business and removes operational barriers. Using Geneva as your core portfolio management platform eliminates the need for separate systems or spreadsheet workarounds when managing and accounting for different types of instruments.

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.