Solovis
Multi-asset class portfolio analytics, risk management, and reporting platform for institutional investors
Overview
Solovis provides a unified platform for institutional investors to analyze, manage, and report on multi-asset class portfolios. The software consolidates portfolio data operations, enabling users to conduct bottom-up portfolio analysis, create customized reports, and gain a holistic view across all public and private asset classes.
The platform includes portfolio analytics for performance tracking and administrative oversight, Risk Pro (formerly Venn Pro) for factor-based risk analytics and portfolio optimization, and Predict for performance forecasting and asset allocation. Solovis also offers Analyst Services, an outsourced operational infrastructure for portfolio data capture, aggregation, and centralization from managers, brokers, custodians, and market data vendors.
Key Features
- + Multi-asset class portfolio consolidation and analysis
- + Drag-and-drop portfolio modeling with real-time recalculation
- + Factor-based risk analytics with scenario analysis and stress testing
- + Custom report writing tools for stakeholder communication
- + Portfolio performance forecasting and liquidity projection
- + Outsourced data aggregation and capture services