DALLAS, Texas – January 8, 2019 – Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, today announced new executive team appointments. The moves ensure client success remains the centerpiece in the company’s growth strategy.
Effective immediately, James Burke has been promoted to SVP of Client Success. Formerly the head of implementation services, Burke will now oversee the entire client lifecycle, including client on-boarding, implementation, support and evolution. His team will be in constant contact with clients as they progress through their Solovis relationship. In addition, Emmitte Griggs has been promoted to Chief Knowledge Officer, a role designed to ensure seamless knowledge transfer both internally and externally as the company continues its rapid growth. Griggs was previously leading the firm’s analyst services function, a role that will now be covered by senior members of the analyst services team.
The internal promotions follow other strategic additions to Solovis’ executive team over the past year, including the hiring of two fintech industry veterans – Ben Page-Fort as SVP, Head of Sales and Laura Mooney as Chief Marketing Officer.
Solovis has quickly emerged as an innovator in fintech, with a unique focus on the large-scale institutional investment management needs of endowments, foundations, pensions, OCIOs and family offices. In addition to strong revenue growth in 2018, the company deepened its investment analytics technology and significantly grew its client base. The expansion of its executive team is in direct response to the company’s growing market leadership position.
“To date, Solovis has earned a reputation as a company that serves as a true partner to its clients, and that reputation has enabled us to maintain a 100% client retention rate,” said Josh Smith, CEO and co-founder of Solovis. “Our strategic appointments on the sales and marketing front will help ensure we continue to achieve our growth objectives, and the promotion of James and Emmitte to prominent client success roles will ensure we stay focused on client results as we grow. Solovis continually strives to exceed client expectations and is committed to delivering innovative technology that transforms how our clients operate – giving them faster, more accurate and more comprehensive insights to enable better investment decisions.”
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner 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.