Solutions for Investment Professionals

 

Consulting

Ryan Associates evaluates the specifics of your current operations and workflow in order to determine the optimal implementation of Geneva. Our professionals bring years of extensive experience achieving the industry’s best practices with firms requiring a wide range of needs enabling us to provide the most advantageous plan for each client’s unique criteria.

 

Your Unique Needs – Our Geneva Implementation

Ryan Associates has successfully lead the implementation of Geneva with firms requiring a wide variety of specifically suited needs. Through a detailed examination of each client’s internal workflow and systems, we provide the optimal solutions for enhancements, upgrades and new installations.

The Ryan Associates full service project management begins with workflow analysis and an overall analysis of all your operational system’s needs. We provide expert onsite project management for Geneva conversions from legacy systems - whether it is Advent’s Axys, Hedgeware, proprietary or some other legacy system. We are committed to timely, open communication with your internal resources throughout the duration of the implementation.

Because Ryan Associates has performed and assisted numerous installations and migrations of Geneva portfolios, our track record demonstrates we can work with you to achieve a successful implementation on time and on budget.

 

Customizing Your Project

At Ryan Associates, our specialty is evaluating the uniqueness of each client in order to build Geneva report configured specifically for its optimal use. Each company relies on its own distinct working modes to create an environment of efficiency and success. Our ability to examine the functions that make your firm unique enables Ryan Associates to be a leader in customized reporting and applications. Through our detailed study of the ins and outs of your operations we tailor Geneva reports in the most effective manner possible for your needs.

So that you may increase the efficiency of the Geneva system, Ryan Associates is committed to designing and building custom solutions that will allow for seamless, automated integration with your trading interface, price loading, trade blotter, transaction inputs/outputs, reconciliation systems, and report writer for Geneva (currently in beta).
 

Training, Support and Beyond

Ryan Associates firmly believes that any project implementation can only be considered a true success if the client’s staff has been engaged in comprehensive, meaningful training that will ensure the Geneva system’s maximum usage throughout its life. From the onset of the project, we include training as a vital component to the implementation and continue thorough hands-on instruction for the firm’s accountants and IT staff throughout the project.

Based on the special situation of your firm’s staff and operational structure, we customize our training program to fit your needs. These programs focus on the specific product and manage clear, useful learning for your managers, accountants, and IT and support staff.

Ryan Associates considers the engagement of your firm’s personnel as an absolutely essential part of the project. Still, our professionals are available for support and consultation after the implementation is complete as your needs change and as you discover new opportunities for efficient utilization of the Geneva product.

Once you are a client, we plan on maintaining a relationship that will last as long as our expertise can be useful to you, whether onsite or offsite.

Consulting

Your Unique Needs- Our Geneva Implementation

Customizing Your Project

Training, Support & Beyond

 

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