When it comes to investment operations, outdated infrastructure isn’t just inefficient—it’s risky. That’s why one of the world’s leading fund administrators turned to IEVERS to execute a full-scale upgrade of their Advent Geneva platform, moving from version 10 to version 20 across global offices.
After more than a decade without a platform refresh, the client faced rising operational friction, limited functionality, and the pressure of scaling in a modern, fast-moving market. The stakes were high. The solution required more than a standard tech rollout… it demanded a partner with deep operational insight, regulatory awareness, and precision execution.
A Tailored Strategy for a Complex Environment
IEVERS began by conducting a thorough review of the client’s current-state workflows, system integrations, and pain points across regions and teams. This wasn’t a one-size-fits-all upgrade. It was a deep-dive into how people, data, and processes moved across the firm.
Our team then mapped out the business impacts between Geneva versions and aligned the upgrade strategy with the client’s operational goals. Using tools like Geneva Migration Manager (GMM), we ensured that custom and canned reports were fully tested and ready for production.
Global Rollout, Zero Disruption
What made this project successful wasn’t just the technical lift. It was the human-centered delivery.
IEVERS provided:
- Full reconciliation testing across regions and funds
- AWS cloud migration for scalable, cost-effective hosting
- Customized end-user training and enablement
- Post-upgrade documentation explaining version changes and business impacts
Throughout the engagement, our global support team ensured 24/7 coordination, keeping the project on track and stakeholders aligned—regardless of time zone.
The Outcome
The upgrade to Advent Geneva v20 was delivered on schedule, fully reconciled, and fully adopted. Users now enjoy faster performance, enhanced reporting capabilities, and operational improvements aligned with today’s compliance and accounting standards.
For this fund administrator, the upgrade wasn’t just a system refresh—it was a strategic leap forward.
The IEVERS Edge
We believe technology upgrades should do more than patch systems. They should drive growth, sharpen efficiency, and give firms the confidence to scale.
This case proves what sets IEVERS apart: a front-to-back understanding of investment operations, paired with execution that’s both precise and people-first.