• 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 »

  • 2019 Checklist for Asset Owners & Allocators

    It’s a New Year – time to take inventory of what to keep and what to throw out in your institutional investing wardrobe. Here is our Top 10 Forecast for What’s In and What’s Out for 2019…a must have checklist for asset owners and asset allocators. The first piece in our Get Lean for 2019… Read more »

  • Solovis: A Better Route in Institutional Investing

    How one of the top 10 endowments saves $250,000 annually. Two hundred and fifty thousand dollars. That’s how much money one of the top 10 endowments in the country saved – along with dramatically improved data accuracy and significant time savings – after implementing the Solovis multi-asset class portfolio management platform. In a recent interview… Read more »

  • Solovis Shortlisted for Family Wealth Report Awards 2019

    Solovis Makes Shortlist in Family Wealth Report Awards 2019

    We are pleased to announce that Solovis 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… Read more »