Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Solvas Digitize is a comprehensive data extraction and document automation platform built to streamline the processing of highly complex financial documents. It receives documents from multiple sources, normalizes information across inconsistent formats, and applies a dynamic decision-tree workflow to surface missing or unclear data. Whether processing spreadsheets, emails, notices, contracts, or memos, Solvas Digitize achieves exceptional accuracy in transforming raw inputs into structured, validated outputs. Operations teams gain full visibility into extraction status, quality checks, and downstream activities — all from a single interface. As a managed service, it enables businesses to adopt advanced AI-driven document processing without heavy infrastructure costs. CTOs benefit from scalable AI capabilities, while COOs can reduce reconciliation expenses and redeploy teams to more value-driven analysis. Solvas Digitize also feeds normalized data into downstream reporting systems, helping firms accelerate financial reporting, compliance checks, and performance insights. With high configurability and instant access to digitized data, it becomes a foundational tool for organizations seeking more efficient and accurate document workflows.

Description

Solvas Portfolio delivers a powerful, unified approach to asset administration and reporting, replacing outdated legacy tools with technology built for modern portfolio management. As firms scale, data becomes harder to manage, but Solvas Portfolio aggregates information across asset types and investment strategies to provide a true 360-degree view of assets under management. Its intuitive workflows allow users to quickly analyze positions, monitor risk, and access meaningful insights without wrestling with complex interfaces. Stakeholders and trustees benefit from clear, reliable reporting that enhances transparency and trust. The platform also reduces administrative burdens by simplifying daily processes such as trade settlement, cash reconciliation, and asset servicing. Seamless system integrations ensure that Solvas Portfolio fits naturally into your existing ecosystem, keeping all operational data aligned. It also helps minimize errors and risk exposure by standardizing processes across departments. With expert guidance at every stage, firms can transition their data smoothly and unlock more efficient, consistent portfolio operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

Alter Domus Data Solutions Inc.

Country

United States

Website

www.solvassolutions.com/solvas-digitize/

Vendor Details

Company Name

Alter Domus Data Solutions Inc.

Country

United States

Website

www.solvassolutions.com/solvas-portfolio/

Product Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Alternatives

Alternatives

Solvas Digitize Reviews

Solvas Digitize

Alter Domus Data Solutions Inc.
DOCBrains Reviews

DOCBrains

AGI Brains
Solvas Accounting Reviews

Solvas Accounting

Alter Domus Data Solutions Inc.
Co-Pilot Reviews

Co-Pilot

FIX Flyer