Products and Services

Solovis is a cloud-based, multi-asset class investment management platform that is tailored for foundations, endowments, pensions, OCIOs, and large family offices. The core of Solovis' offering revolves around its comprehensive portfolio management tools. These tools are designed to facilitate detailed analysis, risk assessment, modeling, and reporting on investment portfolios. Key features include:

• Data Aggregation and Normalization : Solovis offers robust capability in pulling together disparate data sources, offering a unified view of investment portfolios.
• Portfolio Modeling & Analysis : Users can simulate various investment scenarios to understand potential impacts on their portfolio, aiding in strategic decision-making.
• Performance & Risk Analytics : The platform provides detailed analytics on portfolio performance and risk metrics, enabling investors to make informed decisions.
• Reporting & Visualization : Customizable reports and dashboards allow for easy interpretation of complex data, ensuring insights are clear and actionable.

Customers and Use Cases

Solovis caters primarily to institutional investors who manage sizable, diversified portfolios. By serving clients such as foundations, endowments, pensions, and family offices, Solovis addresses the unique challenges these entities face. Use cases include:

• Strategic portfolio planning and analysis
• Detailed performance tracking across multiple asset classes
• Risk management and compliance monitoring
• Efficient reporting for internal and stakeholder communication

For more detailed information about Solovis and to assess how it could empower your investment management processes, visit https://solovis.com .