Solovis

Solovis is an investment management platform designed to streamline investment operations, enhance decision-making, and improve transparency and reporting capabilities for institutional investors. According to the vendor, Solovis caters to a wide range of company sizes, including pension funds, endowments, foundations, family offices, and sovereign wealth funds. It is used by investment professionals, finance professionals, institutional investors across various industries, investment consultants, and asset managers to manage and monitor investment portfolios, analyze investment performance, and ensure compliance and risk management.

Key Features

Portfolio Management: According to the vendor, Solovis offers comprehensive portfolio management capabilities to track and analyze investments across multiple asset classes.

Investment Analytics: Solovis provides advanced investment analytics tools for in-depth analysis on investment portfolios, as claimed by the vendor.

Data Aggregation: Solovis has data aggregation capabilities to consolidate data from multiple sources, including custodians, administrators, and data providers, according to the vendor.

Reporting and Communication: The vendor states that Solovis offers robust reporting capabilities to generate customized reports and presentations for internal and external stakeholders.

Scenario Analysis: Solovis provides scenario analysis tools to model and simulate different investment scenarios and assess their impact on portfolio performance, according to the vendor.

Compliance and Risk Management: According to the vendor, Solovis includes compliance monitoring and reporting features to ensure adherence to regulatory requirements and internal policies.

Benchmarking and Performance Attribution: Solovis offers benchmarking capabilities to compare portfolio performance against industry benchmarks and peers, as claimed by the vendor.

Data Visualization: Solovis provides interactive data visualization tools to create visual representations of investment data and insights, according to the vendor.

Workflow Automation: According to the vendor, Solovis offers workflow automation features to streamline investment processes and improve operational efficiency.

Collaboration and Document Management: Solovis includes collaboration features to facilitate communication and collaboration among team members and stakeholders, as claimed by the vendor.