Crystal Capital Partners, an alternative investment platform for financial advisors, has selected SS&C’s Geneva platform to further optimise its back-office processes. SS&C Geneva will streamline portfolio management and reporting across more than 500 customised portfolios to support further growth.
Crystal Capital Partners’ platform enables advisors and their qualified clients to build diversified portfolios comprised of institutional private funds. Crystal’s platform currently connects over 200 wealth management firms to approximately 60 third-party institutional funds with >$1.5trn AuM.