Solovis logo

Solovis

by Solovis · Since N/A
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorSolovis
Year launchedN/A
StatusActive
Location5030 Riverside Dr, Building 2, Suite 350, Irving, TX 75039, United States.
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About Solovis

Solovis is a sophisticated investment intelligence platform designed to provide institutional investors with a unified view of complex, multi-asset portfolios.

Solovis is a sophisticated investment intelligence platform designed to provide institutional investors with a unified view of complex, multi-asset portfolios. By centralizing data from various sources such as custodians, managers, and market data providers, the platform eliminates fragmentation and creates a single source of truth. This enables investment teams to focus more on strategic analysis rather than operational data aggregation. The software excels in portfolio analytics, offering deep insights through bottom-up analysis, risk modeling, and scenario testing. Its ability to project future investment outcomes and assess risk across asset classes makes it particularly valuable for organizations managing diversified portfolios. Additionally, Solovis enhances collaboration by delivering real-time, customizable reports for both internal teams and external stakeholders. Overall, Solovis is best suited for institutional investors seeking advanced analytics, improved transparency, and streamlined reporting in a centralized environment.

Pros & Cons

Pros
  • Delivers customizable reporting enhancing communication with stakeholders clearly
  • Offers strong risk modeling tools including stress testing and scenario simulations
  • Automates data aggregation saving time on manual portfolio data collection tasks
  • Enables deep multi-asset analysis improving strategic investment decision making
  • Provides unified portfolio view reducing data silos across multiple investment sources
Cons
  • Dependence on accurate data sources means errors can affect analytics reliability
  • Customization may require technical expertise for advanced reporting configurations
  • May require significant onboarding time due to complexity of financial data setup
  • Primarily suited for institutional investors not ideal for individual or small users

Features

Key features

Reporting engine

Generates customizable real-time reports for stakeholders

Data automation

Automates data collection and normalization processes

Risk assessment tools

Provides scenario analysis and stress testing capabilities

Multi-asset analytics

Enables analysis across public and private asset classes

Portfolio aggregation

Consolidates data from multiple sources into a unified dashboard

Additional features

Forecasting tools

Projects future portfolio performance and outcomes

User-friendly interface

Provides drag-and-drop tools for analysis workflows

Data normalization

Cleans and standardizes incoming financial data

Custom reporting

Builds tailored reports for different stakeholders

Liquidity analysis

Assesses liquidity positions across asset classes

Scenario analysis

Simulates market conditions and stress testing outcomes

Risk modeling

Evaluates exposures using multi-factor risk analysis

Performance tracking

Monitors returns and benchmarks across investments

Portfolio visualization

Displays portfolio structure and performance in one dashboard

Data aggregation

Collects and consolidates portfolio data from multiple providers

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
5
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD

No reviews yet

Be the first to drop a review

Alternatives to Solovis

SecondSTAX logo

SecondSTAX

SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…

Grow For Me logo

Grow For Me

Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…

Tynka Global logo

Tynka Global

Tynka Global is an investment platform from Tynka Global that helps users find businesses to…

Opus logo

Opus

Opus is a digital asset management software from DMA Mauritius that focuses on organizing and…

LandHive logo

LandHive

LandHive is a land management software from LandHive that provides tools for managing land assets…

ISTARI logo

ISTARI

ISTARI is a data analytics platform from InSync Analytics that supports advanced data insights. It…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with Solovis

Compare any two tools →
SecondSTAX logo
SecondSTAX
Investment Management
0.0
Grow For Me logo
Grow For Me
Investment Management
0.0
Tynka Global logo
Tynka Global
Investment Management
0.0
Opus logo
Opus
Asset Management
0.0