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30 Admired Companies to Watch 2019

The first true multi-asset class portfolio management platform devoted to limited partners: Solovis

The first true multi-asset class portfolio management platform devoted to limited partners: Solovis

FinTech offers solutions that are powerful and workable at low cost which can be advantageous to small businesses and provide them with increased access to more diverse funding options. Innovative FinTech products can be better tailored to the needs of small businesses.

Solovis is one of the top fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – particularly designed for the asset owner community. Endowments, foundations, pensions, OCIOs and family offices utilize Solovis to change the way of collecting and accumulating investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform offers detailed analysis and dynamic data modeling across multitude portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.

Uniquely designed for limited partners and asset allocators, the Solovis institutional investment management technology platform transforms multi-asset class portfolio management. It’s time for greater efficiency, faster insights and better investment decisions.



  • You can advance public and private asset data collection
  • Get a better understanding on hedge fund managers, private equity and alternative investments
  • Alter investment data into useful intelligence
  • Extend your team with data operations and exposure analysts


  • Computerize investment data aggregation across multiple sources
  • Get everyday investment data updates
  • Improve investment data accuracy and integrity
  • Gain a holistic view of your portfolio and one view of the truth


  • Gain instant insight across your entire multi-asset class portfolio
  • Enhance visibility and efficiency with one dashboard for modeling, analysis and reporting
  • Generate investment reports on the fly
  • Conduct bottoms up portfolio analysis from multiple angles
  • Enable better decisions with true multi-asset class portfolio management


  • Evaluate future state investment decisions across entire portfolio
  • Project investment performance growth, liquidity and risk
  • Model and analyze projection output for multi-asset class portfolios
  • Tackle complex private equity modeling with ease
  • Make better, more informed investment decisions


  • Project investment performance growth, liquidity and risk
  • Model and analyze projection output for multi-asset class portfolios
  • Tackle complex private equity modeling with ease
  • Make better, more informed investment decisions

Offered services

Exposure Analyst Services

Solovis exposure analysts can accelerate data collection and uncover insights for your team.

  • Enter exposures from private and public market funds
  • Input portfolio company detail from private investments
  • Enter long and short, net and gross exposures
  • Enhance transparency from marketable funds through 13-F detail and direct transparency
  • Track direct investments, SMA’s and brokerage account holdings

Operations Analyst Services

  • Solovis operations analysts can offload back office operations, freeing up your resources.
  • Outsource your investment operations back office
  • Track investment calls, distributions, subscriptions and redemptions
  • Reconcile cash flow and bank accounts
  • Conduct performance management estimates and actuals from externally managed funds
  • Manage reconciliation with custodians, administrators and service providers


Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, today announced it continued to achieve record growth and company expansion in the first half of 2019. So far this year, the company has achieved back-to-back record quarterly revenue, launched its Solovis Predict application and added a fintech industry veteran as its COO.

Solovis has quickly become the go-to platform for institutional investors. Its unique focus on the large-scale institutional investment management needs of pensions, foundations, endowments, OCIOs and family offices is unmatched in the industry. The strength of the technology combined with its client success has yielded a consistent pattern of strong revenue growth.

Its commitment to innovation is apparent in its R&D investment, which tripled last year and yielded the release of the new Solovis Predict application – a tool that helps investment teams model and forecast the outcome of various investment scenarios.

Solovis also continued to empower its executive team. After appointing two new executives in 2018 to expand its sales and marketing functions, Solovis recently added industry veteran, Ron Pruitt, as its new chief operating officer. With 27 years of leadership and expertise in growing companies, including 20 years in the investment management technology sector, Ron now oversees operations, analyst services and client success at Solovis. Prior to Solovis, Ron served as EVP of Product Management at Envestnet, which he joined following its acquisition of Placemark Investments, a company he co-founded in 1999.

The strength of the Solovis technology platform and its transformative approach to portfolio analytics and reporting has led to continued investment by its existing investors, including Edison Partners, a growth equity firm well-known for its success in fintech and its commitment to helping companies achieve sustainable business models and setting them up for long-term success.

“Our growth in the first six months of this year demonstrates our laser focus on transforming how the institutional investment industry leverages technology to achieve strategic goals,” said Josh Smith, CEO and co-founder of Solovis. “Our ability to aggregate, model and analyze multi-asset class portfolios at a strategic level is unique in the industry and fills a big gap for limited partners. The Solovis platform has the power to streamline processes, improve investment data accuracy, align operations and investment teams and deliver more comprehensive portfolio insights – empowering our clients to make better, more informed investment decisions.”

Josh smith: Co-Founder & CEO

Josh brings a wealth of experience in investment management having worked in various investment capacities and as a consultant for investment management organizations. Josh has spent time in multiple roles as an analyst, investment team member, operations associate and subsequently, to a head 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 fund of funds, his passion for improving operational efficiencies and helping investment professionals make more informed decisions led Josh to co-found Solovis - the first true multi-asset class portfolio management and reporting application focused exclusively on the limited partner community.

“Solovis is a multi-asset class, multi-currency portfolio management and reporting solution for endowments, foundations, pensions, OCIOs and family offices.”

"Solovis offers a flexible, robust platform created 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."

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