Solovis Shortlisted for Family Wealth Report Awards 2019

Investment management technology leader named finalist in Portfolio Management Technology and Innovative Client Solution categories

DALLAS, Texas – November 28, 2018 – Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, today announced it has been named a finalist in the Family Wealth Report Awards 2019 for two categories – Portfolio Management Technology and Innovative Client Solution.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals deemed to have demonstrated innovation and excellence during 2018.

Solovis has gained market recognition as an innovator in fintech, with a unique focus on the institutional investment management needs of endowments, foundations, pensions, OCIOs and family offices. The success and strength of the Solovis technology platform and its transformative approach to portfolio management, reporting and analytics has attracted significant market demand.

“These awards will recognize the very best operators in the private client industry,” said Stephen Harris, ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report. “Our aim is to make these annual Awards one of the brightest, and keenly contested highlights in the wealth management calendar.”

“We are pleased to make the shortlist of finalists in the 2019 Family Wealth Report Awards,” said Josh Smith, co-founder and CEO of Solovis. “As a company, we are committed to driving technology innovation and delivering transformational value to our clients in the institutional investing industry. It is honor to be recognized among such a prestigious group of investment management organizations and technology providers.”

Winners will be announced at the gala awards dinner at the Mandarin Oriental in New York on March 20, 2019.

About Solovis

Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform 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. Visit