Solovis – An institutional investment technology platform transforming multi-asset class portfolio management

Ultimately, taking a multi-asset approach to invest is no easy task. It requires the right systems and technology infrastructure to support fund managers in such a way that allows them to pivot into new markets and trade new instruments with minimal disruption. The teams with sophisticated analytics are required to run portfolios that span the spectrum of traditional securities. To have the confidence to trade multi-asset portfolios with differing liquidity and risk profiles, global asset managers are reassessing their operating models' technology capabilities. Optimizing the fund strategy's risk-adjusted returns with sophisticated hedging techniques requires real-time automated workflow processes, not excel spreadsheets. These typically create more operational risk, key-man risk, and a lack of scalability. Instead, these sophisticated hedging techniques can help drive trading insights that might previously not have been possible.

Solovis is a multi-asset class, multi-currency portfolio management, and reporting solution for endowments, foundations, pensions, OCIOs, and family offices. Designed and built to leverage open architecture asset management, Solovis offers a flexible, robust platform to generate detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent reports that empower both investment and operations teams. The first true multi-asset class portfolio management and reporting application-focused exclusively on the limited partner community.

The next-generation multi-asset management services

Solovis Investment Data Collection: Managing multi-asset class portfolios with allocations to hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities mean managing hundreds or even thousands of data points. Investment data comes in different formats, is updated at different times, and is located in multiple systems. Solovis is the centralized portfolio management technology platform that can automate investment data collection and deliver actionable insights. It combines proprietary data collection technology with an experienced team of operations and exposure analysts to transform investment data collection. Gain greater efficiency and better data accuracy with state-of-the-art investment data collection technology. You benefit from faster access and more accurate data from public and private data sources, without a drain on your internal team.

Solovis Investment Data Aggregation: Streamline investment data aggregation for a holistic view of your multi-asset class portfolio. Solovis automates data aggregation pulling asset data from multiple systems, spreadsheets, and databases quickly and accurately to provide a complete, bottom-up view of your entire portfolio. Designed for the unique demands of multi-asset class portfolio management, the Solovis platform accelerates investment data aggregation. Upending the old spreadsheet paradigm seamlessly pulls asset data from multiple systems and delivers a single view of the truth. With it, you benefit from more current, more accurate data and the ability to input, track, and view data your way. It's time to shred those spreadsheets.

Solovis Multi-Asset Class Portfolio Analytics: It's time to transform investment portfolio analysis. The Solovis technology platform delivers bottom-up portfolio reporting and analysis uniquely designed for institutional investors. The multi-asset class portfolio management platform gives you real-time reports and performance tracking instantly. Scalable technology enables user-driven report customization directly from a web browser. You gain risk, performance, and liquidity knowledge at your fingertips in a system designed exclusively for limited partners and asset allocators. 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. Track by performance, risk, or other breakdowns across multiple asset types.

Solovis Predict: Solovis Predict gives your investment team a robust set of future state modeling tools. Performance projection, asset allocation, and budgeting workflow tools and private fund projection and allocation management are available via a streamlined, intuitive web interface. Data flows seamlessly through this platform, providing reliable, baseline source data to conduct future-dated analysis. Gain better insights into the impact of future investment decisions, leveraging data you have today. Empower your investment team with a simple, powerful interface that enables modeling various investment variables to illuminate performance, risk, and liquidity impacts. Solovis Predict can transform the speed, accuracy, and confidence you make investment decisions across a complex, multi-asset class portfolio.

The mastermind behind the glory of Solovis

Josh Smith is the Co-Founder and also serves as the Chief Executive Officer of Solovis. He brings a wealth of investment management experience, having worked in various investment capacities and as a consultant for investment management organizations. Mr. Josh has spent time in multiple roles as an analyst, investment team member, operations associate, and subsequently, ahead of technology, creating a software platform that helped a large outsourced CIO manage operations, risk, and daily investment activities. After consulting for family offices, endowments, and funds, his passion for improving operational efficiencies and helping investment professionals make more informed decisions led him to co-found Solovis.

"We are a bottom-up, multi-asset class portfolio management platform that automates data aggregation accelerates reporting and delivers powerful analytics."