Streamline Portfolio Data Collection & Management
Expand your team’s capacity, ensure portfolio data accuracy, and gain deeper analysis capabilities by outsourcing your data capture and aggregation. The Solovis Analyst Services offering equips you with an outsourced operational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and performance analysis.
Expand your team’s capacity, ensure portfolio data accuracy, and gain deeper analysis capabilities by outsourcing your data capture and aggregation. The Solovis Analyst Services offering equips you with an outsourced operational infrastructure to simplify how you obtain, centralize and aggregate all aspects of your portfolio data for review and performance analysis.
Understand Your Total Portfolio & How It's Performing
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. Gain a holistic view of your multi-asset class portfolio and leverage robust analytics and reporting tools to administrative oversight of transactions, audit records and activities.
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. Gain a holistic view of your multi-asset class portfolio and leverage robust analytics and reporting tools to administrative oversight of transactions, audit records and activities.
The second I saw a drag and drop recalculation of an entire investment world with total asset class reclassifications and shifts, I knew that Solovis was not the status quo.
Offload the time-intensive work of collecting and aggregating portfolio data from your managers, brokers, custodians and market data vendors and improve the timeliness and accuracy of the portfolio data you rely on for decision making.
Our robust data extraction workflows and tools enable us to gather all the information you need for comprehensive performance and exposure analysis.
Provide a single source of truth on what you own across your entire portfolio with a consolidated view of all public and private asset classes.
