• Solovis Stories: How Truvvo Partners Reduced Portfolio Reporting Time from Weeks to Days

    “We wouldn’t be able to make better decisions for our existing clients – and grow and scale our business – if it wasn’t for Solovis’ ability to let us collect, aggregate, report and predict our portfolio data.” – Truvvo Partners Does your operations team find themselves toggling between various systems, files, spreadsheets and databases trying… Read more »

  • Solovis Stories: How Mangham Associates Conquered Portfolio Reporting Challenges

     “The Solovis solution – out of the box – works for our clients, and we can easily generate custom, fully-branded reports for our clients in significantly less time than before.”    – Mangham Associates Does your team spend a significant amount of time and resources on daily, monthly and/or quarterly portfolio reporting? Is the lack… Read more »

  • Solovis Predict Investment Projection Analysis

    Solovis Predict – Model Future State Investment Scenarios with Ease

    Designed specifically for multi-asset class portfolio analysis, Solovis Predict simplifies and streamlines how investment teams create and maintain future state investment models. Break down silos and collaborate across investment and operations teams with one dynamic, easy-to-use tool. Pertinent data is available on-demand across all asset classes — including private equity and hedge fund investments –… Read more »

  • Solovis Stories: Verger Capital Management Solves Multi-Asset Class Portfolio Management Challenges

    “When your client is looking for detailed portfolio reports, and you have an investment policy statement that you need follow, it’s not really a good answer to go back to a client and say, ‘No, sorry, we don’t have this information for you.’ We needed to solve that problem.” – Verger Capital Management Does this… Read more »

  • Solovis Best Technology Innovation - 2019 PAM Awards

    Solovis Shortlisted in 2019 Private Asset Management Awards

    We’re pleased to announce that Solovis has been shortlisted for the 2019 Private Asset Management (PAM) Awards in the category of Best Technology Platform – Innovation. For over two decades the Private Asset Management Awards have recognized the best of the private wealth management industry. The Awards are designed for top investment professionals, wealth advisors,… Read more »