Solovis CEO and CAO to Present Insights on Portfolio Management Technology at Upcoming Institutional Investor Institute Events


DALLAS, Jan. 11, 2018 /PRNewswire/ — Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners, and allocators, today announced that it will present at two upcoming Senior Delegate Roundtable events hosted by the Institutional Investor Institute.

Michael Siminoff, Chief Analytics Officer, will speak on the panel session titled “The Technology Between Us,” to be held Wednesday, January 17th at 11:00am in Aspen, CO, and Josh Smith, CEO & Co-Founder, will speak on Thursday, February 8th at 3:45pm in Miami, FL. The sessions will focus on the challenges asset managers face in managing and providing data across multiple third-party technology platforms.

“Institutional investors need an aggregate view of their overall investment portfolio in order to make strategic investment decisions,” said Smith. “But this is challenging because the data on each asset class is often housed in different technology systems with different data paradigms and reporting frameworks. I look forward to an interactive dialog with III attendees on how to provide cohesive data and aggregation.”

About Solovis

Solovis is a multi-asset class portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Designed and built for open architecture asset management, Solovis is a flexible, robust technology platform that enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.