Revolutionize Your Portfolio Management with Genesis by Novel Patterns

Are you ready to take your portfolio management to the next level? Genesis, the cutting-edge platform designed by Novel Patterns, is here to transform how investors and managers operate.
In this 3-minute video, we'll unveil the power of Genesis, showcasing how it streamlines every aspect of your workflow:
Investor Empowerment: Simplify goal setting, risk assessment, fund allocation, and performance tracking with intuitive tools and insightful visualizations.
Manager Efficiency: Automate lead management, model portfolio creation, order execution, accounting, and client reporting, freeing up your valuable time.
Unified Dashboard: Get a real-time overview of your total portfolios, assets under management (AUM), pending transactions, and more.
Seamless Trade Execution: Automate rebalancing, ensure four-eye order checks, reconcile with brokers, and handle diverse trade types with ease.
Data-Driven Insights: Interface with external data sources, generate comprehensive accounting entries and deliver professional reports to your clients.
Whether you're a seasoned financial advisor or an asset manager, Genesis offers a comprehensive suite of features designed to optimize your portfolio management process.
Experience the Genesis difference today!
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