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Description
Our platform encompasses all asset categories, providing you with a unified interface to gain a comprehensive understanding of your portfolio, perform calculations based on tailored metrics for each asset type, and analyze performance through relevant groupings. By utilizing these tailored metrics, we assess the performance elements of your multi-asset class portfolios effectively. Our offerings include publicly traded equities, fixed-income securities, interests in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, whether through direct investments or partnerships, in addition to futures and options. Furthermore, you have the flexibility to establish your own investment framework. You can scrutinize and evaluate your positions over any specified timeframe, with the option to view them in detail or categorize them based on what matters most to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any customized criteria you determine. This tailored approach ensures that your investment analysis is as relevant and insightful as possible.
Description
Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cogendi
Country
France
Website
www.cogendi.co.uk/our-platform/
Vendor Details
Company Name
Solovis
Founded
2013
Country
United States
Website
www.solovis.com
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management