Solovis
Gain instant insight across your entire multi-asset class portfolio and create context
fast to drive decision-making. Improve visibility with one dashboard for modeling,
analysis, and reporting. Conduct bottom-up portfolio analysis from any angle.
Empower users to go from ops to analysis with powerful, easy to-use report writing
tools to meet the needs of all constituents.
Get to Know Solovis
Streamline portfolio data operations and gain the insights you need to drive portfolio decisions.
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.
Predict performance and assess risk for asset allocation and forecasting.
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.
Predict performance and assess risk for asset allocation and forecasting.
Understand Your Factor Risk & How to Manage It
Institutional investors need more than performance data to make confident allocation decisions. Risk Pro, (formerly Venn Pro) delivers factor-based risk analytics that reveal the true sources of risk and return across your portfolio. Analyze factor exposures, run scenario analyses, and optimize portfolio construction with quantitative tools built for sophisticated investment teams.
Understand Your Factor Risk & How to Manage It
Risk Pro, (formerly Venn Pro) delivers factor-based risk analytics that reveal the true sources of risk and return across your portfolio.
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 operational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and performance 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 operational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and performance analysis.
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.