Side by side
SS&C Advent Geneva vs Stock Portfolio Organizer
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose Geneva if your firm needs investment operations, accounting, and reporting across complex or alternative investment structures. Look elsewhere if you need a published price before contacting the provider or a platform outside its web, API, and self-hosted options.
Visit SS&C Advent GenevaStock Portfolio Organizer offers broad asset coverage, reporting, risk tools, and customizable formulas in a Windows application. The main decision is between Standard’s lower scope and Professional’s additional trading, data, currency, and audit features.
Visit Stock Portfolio OrganizerThe facts
| SS&C Advent Geneva | Stock Portfolio Organizer | |
|---|---|---|
| Free plan | Not published | A free trial |
| Open source | Not published | Not published |
| Runs on | API, Self-hosted, Web | Windows |
| Lowest paid plan | Not published | Standard Renewal: $49 a year |
| Plans published | None | 5 |
| Maker | SS&C Advent Geneva | Not published |
| Website | advent.com | stockportfolioorganizer.com |
| On portfolio management software | #42 of 81 | #62 of 81 |
SS&C Advent Geneva: what it does well
- Covers front-, middle-, and back-office investment operations.
- Supports multi-currency trading, portfolio management, accounting, and reporting.
- Includes performance, allocation, risk, and tax-lot analysis.
- Offers local installation and cloud delivery options.
- Connects with Eze OEMS and ICE Data Services RemotePlus.
What to know first
- Pricing is available only on request.
- Cloud managed services are an optional delivery offering, not the only route.
Stock Portfolio Organizer: what it does well
- Supports shares, CFDs, futures, and forex
- Unlimited accounts, trades, and trade groups
- Provides performance and risk reporting
- Includes target and stop-loss alerts
- Stores portfolio data on the computer
What to know first
- No free plan is available
- Standard omits several Professional features
- MSN Money data covers only one year
- Professional Edition costs $199 a month
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