• 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 »

  • solovis and edison partners face off

    Learn More About Solovis CEO Josh Smith & Edison Partners GP Tom Vander Schaaf

    Solovis investor Edison Partners set the stage for this fun video of Solovis CEO Josh Smith and Edison Partners GP Tom Vander Schaaf going head to head in an autocomplete match. Watch the video now to learn fun facts about these two fintech thought leaders. Now read Josh Smith’s bio and Tom Vander Schaaf’s bio… Read more »

  • Solovis in 2018 LinkedIn Top Startups

    Solovis Makes LinkedIn 2018 Top Startups List

    Solovis is excited to announce that we’ve been named to LinkedIn’s 2018 Top Startups list! LinkedIn Top Startups ranks the most sought-after startups where professionals want to work and stay. The Top Startups methodology is fueled by a combination of LinkedIn data with an editorial lens. Rather than relying on questionnaires, it measures the behavior… Read more »

  • 3 tips for portfolio visibility

    3 Ways to Improve Large-Scale Portfolio Management Visibility

    Portfolio management is particularly complex for limited partners and asset allocators such as pensions, endowments, foundations, family offices and OCIOs. These portfolios tend to be extremely data-intense and inconsistent, with multiple asset classes and currencies. These portfolios need to be managed in a strategic way over a long-term horizon. With multiple stakeholders to answer to,… Read more »