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Analyze

Solovis Multi-Asset Class Portfolio Analytics

It’s time to transform investment portfolio analysis. The Solovis technology platform delivers bottom-up portfolio reporting and analysis uniquely designed for institutional investors.

Flexible Portfolio Analysis Transform Investment Decisions

Designed for the unique demands of multi-asset class portfolio management, Solovis puts everything in a single platform, empowering you to analyze from all angles. Track by performance, risk, or other breakdowns across multiple asset types. Track your 13-F, portfolio company holdings and other data in one place and view it from any level. With Solovis, you get a single portfolio management platform that benefits both the investment team and the operations team.

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Old Way

  • Error prone and unstandardized
  • Disconnected back and front office
  • Disconnected timing and reliant on service providers
  • Clicking between spreadsheets and documents is an unwieldly way to analyze the performance of your portfolios
Solovis Flexible Platform Analysis screenshot

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Solovis Way

  • Customize calculations and visualizations
  • Unique visualizations for greater insight and navigation
  • Calculate liquidity and associated limited partnership terms
  • Consolidate information into one highly configurable solution
  • Slice and dice your portfolio by your choice of attributes for risk, liquidity and performance

Institutional Investment Reporting On Demand

Accelerate reporting from days to minutes. The Solovis multi-asset class portfolio management platform gives you real-time reports and performance tracking instantly. Scalable technology enables user-driven report customization directly from a web browser. You gain risk, performance and liquidity knowledge at your fingertips – in a system designed exclusively for limited partners and asset allocators.

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Old Way

  • Investment data update lags and timing issues
  • Slow and difficult to manipulate
  • One dimensional and error prone
  • There is no simple solution for tracking and reporting on your investment portfolio. You have to manually piece together reports and documents from multiple sources.
Solovis Institutional Investment Reporting screenshot

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Solovis Way

  • A single holistic view of your entire portfolio
  • Configurable dashboards
  • Automated data updates with Excel and Tableau extensibility
  • Up-to-the-minute institutional investment portfolio reporting
  • One system that works with all of your assets
  • No need to configure and run the same report twice
  • Solovis is the one system for all your quantitative and operational reporting needs
  • Shadow administrate to the penny but also enter estimates, proxies and other details

The Solovis multi-asset class portfolio management software looks even better in action.

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