# New Client Onboarding for Hedge Fund Operations Managers with Advent Geneva

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Bloomberg AIM, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Advent Geneva — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Advent Geneva](https://calish.com/workflows/tool/advent-geneva/)
- **Role:** [Hedge Fund Operations Manager](https://calish.com/workflows/for/hedge-fund-operations-manager/)
- **Specialty:** Hedge Fund Ops
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/new-client-onboarding-for-hedge-fund-operations-manager-with-advent-geneva/

## The Problem

Onboarding a new Hedge Fund Ops client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build in Advent Geneva

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Bloomberg AIM, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Advent Geneva — uses the native API or agent integration so nothing leaves the system of record.

## Advent Geneva Integration Approach

1. **Audit your Advent Geneva configuration.** We map the specific Advent Geneva objects, custom fields, and workflows the automation needs to touch for your hedge fund ops practice.
2. **Build on the Advent Geneva API or agent.** Integration happens inside Advent Geneva — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Advent Geneva with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [New Client Onboarding for Hedge Fund Operations Managers](https://calish.com/workflows/new-client-onboarding-for-hedge-fund-operations-manager/)
- AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Bloomberg AIM, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Other Advent Geneva Automations

- [Deal Sourcing & Screening for Hedge Fund Operations Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-hedge-fund-operations-manager-with-advent-geneva/)
- [LP & Investor Reporting for Hedge Fund Operations Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-hedge-fund-operations-manager-with-advent-geneva/)
- [RMD & Distribution Tracking for Hedge Fund Operations Managers](https://calish.com/workflows/with/rmd-and-distribution-tracking-for-hedge-fund-operations-manager-with-advent-geneva/)
- [Client Meeting Prep Pack for Hedge Fund Operations Managers](https://calish.com/workflows/with/client-meeting-prep-pack-for-hedge-fund-operations-manager-with-advent-geneva/)
- [Portfolio Drift & Rebalance Alerts for Hedge Fund Operations Managers](https://calish.com/workflows/with/portfolio-drift-and-rebalance-alerts-for-hedge-fund-operations-manager-with-advent-geneva/)
- [Quarterly Commentary & Client Letter for Hedge Fund Operations Managers](https://calish.com/workflows/with/quarterly-commentary-and-client-letter-for-hedge-fund-operations-manager-with-advent-geneva/)

---

Book a free 30-minute consultation: https://calish.com/contact