Investment knowledge when you need it

Investment knowledge when you need it

The next generation of investment management portfolio analysis and reporting software.

know everything now.

A bold promise but we back it up. Solovis allows you to manage, view, and analyze your entire investment universe. You can explore at a high-level but also analyze performance by client, pool, fund, or holdings. With just a few clicks, you can follow any channel of your investment eco-system and generate reports and critical answers instantly.

data integration

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data integration

shred those spreadsheets

We know you've tried it. Multiple tabs in Excel. Multiple sources of data. Multiple crashes. We know your pain. Solovis solves the Excel spreadsheet headache, laying out your entire investment portfolio in one solution. We combine data seamlessly from multiple sources to let you input, track, and slice and dice data however you want. Alternatives, direct assets, stocks, bonds - track it with Solovis.

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FLEXIBLE ANALYSIS

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FLEXIBLE ANALYSIS

YOUR PORTFOLIO WILL NEVER LOOK THE SAME

Solovis puts everything in one solution to calculate, shift, and sort according to your analysis needs. Track by performance, risk, or other breakdowns across multiple asset types. Track your 13-F, portfolio company holdings, and other data you have available in the same system you shadow administrate with. Finally, a system the back and front office can use together.

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REPORTING

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REPORTING

BY THE TIME YOU READ THIS HEADLINE YOUR REPORT WILL BE READY

If time is money, why should you have to wait 7 to 10 days to get a report on your investments? Solovis gives you real-time reports and performance tracking instantly. Scalable technology allows customization directly in your browser. No more phone calls for a new analysis or column tweak here and there. Risk, Performance, Liquidity, in a system designed exclusively for you.

+

data integration

shred those spreadsheets

We know you've tried it. Multiple tabs in Excel. Multiple sources of data. Multiple crashes. We know your pain. Solovis solves the Excel spreadsheet headache, laying out your entire investment portfolio in one solution. We combine data seamlessly from multiple sources to let you input, track, and slice and dice data however you want. Alternatives, direct assets, stocks, bonds - track it with Solovis.

close ×

FLEXIBLE ANALYSIS

YOUR PORTFOLIO WILL NEVER LOOK THE SAME

Solovis puts everything in one solution to calculate, shift, and sort according to your analysis needs. Track by performance, risk, or other breakdowns across multiple asset types. Track your 13-F, portfolio company holdings, and other data you have available in the same system you shadow administrate with. Finally, a system the back and front office can use together.

close ×

REPORTING

BY THE TIME YOU READ THIS HEADLINE YOUR REPORT WILL BE READY

If time is money, why should you have to wait 7 to 10 days to get a report on your investments? Solovis gives you real-time reports and performance tracking instantly. Scalable technology allows customization directly in your browser. No more phone calls for a new analysis or column tweak here and there. Risk, Performance, Liquidity, in a system designed exclusively for you.

close ×