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Average Ratings 0 Ratings
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Solvas Portfolio delivers a powerful, unified approach to asset administration and reporting, replacing outdated legacy tools with technology built for modern portfolio management.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
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