Solovis
Get to Know Solovis
Streamline portfolio data operations and gain the insights you need to drive portfolio decisions.
Streamline Portfolio Data Collection & Management
Expand your team’s capacity, ensure portfolio data accuracy, and gain deeper analysis capabilities by outsourcing your data capture and aggregation. The Solovis Analyst Services offering equips you with an outsourced perational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and erformance analysis.
Streamline Portfolio Data Collection & Management
Expand your team’s capacity, ensure portfolio data accuracy, and gain deeper analysis capabilities by outsourcing your data capture and aggregation. The Solovis Analyst Services offering equips you with an outsourced perational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and erformance analysis.
Understand Your Total Portfolio & How It's Performing
Designed for the unique demands of multi-asset class portfolio management, Solovis eliminates fragmented portfolio views by synthesizing a single platform that empowers you to analyze from all angles. Gain a holistic view of your multi-asset class portfolio and leverage robust analytics and reporting tools to administrative oversight of transactions, audit records and activities.
Understand Your Total Portfolio & How It's Performing
Designed for the unique demands of multi-asset class portfolio management, Solovis eliminates fragmented portfolio views by synthesizing a single platform that empowers you to analyze from all angles. Gain a holistic view of your multi-asset class portfolio and leverage robust analytics and reporting tools to administrative oversight of transactions, audit records and activities.
Mitigate Risk While Maintaining Return Objectives
Predict performance and assess risk for asset allocation and forecasting.
Mitigate Risk While Maintaining Return Objectives
Predict performance and assess risk for asset allocation and forecasting.
The second I saw a drag and drop recalculation of an entire investment world with total asset class reclassifications and shifts, I knew that Solovis was not the status quo.
Arthur Guimaraes, Chief Operating Officer, UC Investments
Empower Your Team to go from Operations to Analysis
Offload the time-intensive work of collecting and aggregating portfolio data from your managers, brokers, custodians, and market data vendors and give your team the time to focus on the analysis you rely on for decision making.
Enable Deeper Portfolio Analysis
Our robust data extraction workflows and tools enable us to gather all the information you need for comprehensive performance and exposure analysis.
Gain a Single Source of Truth
Eliminate fragmented portfolio understanding with a single source of truth for your entire portfolio across all public and private asset classes.
Efficiently Report to Stakeholders
With real-time reports and performance tracking, provide continual and customized communication on all aspects of your portfolio to your investment teams and external stakeholders.
Assess Portfolio Risk
Assess portfolio risk across all asset classes with bottom-up multi-factor risk exposures, historical scenario analysis and market stress testing.
Project Impact of Future Decisions
Evaluate future state investment decisions across all asset classes by projecting investment performance, liquidity and risk.