A comprehensive investment management and reporting platform for single and multi-family offices. GENESIS aggregates assets across all classes — listed equities, private investments, real estate, alternatives, bank deposits, and insurance — providing family principals and investment teams with unified portfolio visibility and institutional-grade reporting.
Manual processes, fragmented tools, and legacy systems create compounding inefficiencies that limit speed, accuracy, and risk visibility.
Consolidated portfolio management and reporting across all family entities, asset classes, and geographies.
Institutional investment operations and reporting capabilities designed for the complexity of single and multi-family offices.
Our customers report consistent improvements across turnaround time, accuracy, operational efficiency, and risk management.
Designed with input from practitioners across credit, risk, operations, compliance, and technology functions.
How financial institutions apply this solution across their business operations.
GENESIS maps your complete family ownership structure — individual accounts, HUF, trusts, private limited companies, and LLPs — as a hierarchy. Portfolio data is maintained at entity level and automatically aggregated to show consolidated family portfolio views, with ownership percentages applied for accurate wealth attribution.
Yes. GENESIS has a dedicated private and illiquid asset module — supporting angel investments, PE fund commitments, startup equity stakes, real estate, and co-investments. Valuation can be updated manually with committee approval workflows, and IRR is computed from cash flows for private investments.
GENESIS connects to CDSL and NSDL for automated demat holdings and transaction data. Broker trade files are imported via API or FTP integrations. MF holdings are fetched from CAMS and KFintech RTAs. For assets without automated feeds, GENESIS provides structured manual entry workflows.
Yes. GENESIS supports role-based access — principals can see the full consolidated family view, individual family members can see their own entity portfolios, and external advisors can be given restricted access to relevant portfolios only. The family portal supports multiple user accounts with configurable permissions.
Real estate is tracked in GENESIS as an asset class — with property details (location, type, acquisition date, cost), current valuation (manually updated or from valuation reports), rental income tracking, mortgage liability linkage, and capital gains computation on disposal. Real estate is included in the consolidated family net worth view.
GENESIS provides the data foundation for generational planning — entity ownership mapping, net worth by family member and entity, succession triggers, and asset transfer tracking. The platform integrates with estate planning documentation. For families working with advisors on generational transfer strategies, GENESIS provides the financial visibility layer those conversations require.
Schedule a demonstration and see how GENESIS consolidates your family's complete wealth picture into a single, professional investment management platform.