Solovis CEO and CAO Discuss Madrone Acquisition

Posted on February 27, 2018 by Laleh Kadjar

2018 has been a big year for our team - we extended our multi-asset class portfolio analytics capabilities with the acquisition of Madrone Software & Analytics, and added to our leadership team

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Tags: portfolio management reporting, portfolio management solution, investment management software, portfolio analysis training, endowment style investing, portfolio analytics tool, alternative investing, alternative investment software, asset allocation software

Debunking Investment Management Software Myths

Posted on February 05, 2018 by Laleh Kadjar

Whether it’s an endowment, pension, or family office, increasingly complex investment ecosystems are motivating institutional investors to explore investment management software as a way to

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Tags: portfolio management reporting, multi-asset class report, portfolio management solution, investment management software, portfolio analytics, portfolio analysis training, family office software, endowment style investing, portfolio analytics tool, alternative investing, alternative investment software, asset allocation software, exposure reports

Top 3 New Year's Resolutions for Pensions, Foundations & Family Offices

Posted on January 16, 2018 by Laleh Kadjar

Managing a pension, foundation, endowment or other multi-asset class portfolio is complex. As a result of this complexity, both portfolio managers and operations teams can become frustrated by

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Tags: portfolio management reporting, multi-asset class report, portfolio management solution, investment management software, portfolio analytics, portfolio analysis training, family office software, endowment style investing, portfolio analytics tool, alternative investing, alternative investment software, asset allocation software, exposure reports

Taking the Holistic Approach One Step Further - Solovis Acquires Madrone

Posted on December 05, 2017 by Laleh Kadjar

We’re excited to announce Solovis’ acquisition of Madrone Software & Analytics, Inc! Madrone is a provider of portfolio and risk analytics, as well as market intelligence for the asset management

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Tags: portfolio management reporting, multi-asset class report, portfolio management solution, investment management software, portfolio analytics, portfolio analysis training, portfolio management software, madrone

Solovis Academy: Built for Our Clients' Success

Posted on September 11, 2017 by Laleh Kadjar

At Solovis, we understand the challenges of navigating the complex world of multi-asset class investing. We’ve sat in your seat and know all the hair pulling, nail biting, stress inducing

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Tags: portfolio management reporting, portfolio management solution, solovis academy, investment management software, portfolio analytics, portfolio analysis training, portfolio management software

How to Make Reporting Tell Your Story

Posted on May 23, 2017 by Laleh Kadjar

Most of us are responsible for generating and presenting reports on a regular basis. Whether it’s to your clients, your board, or fellow colleagues, the complexity of data management and reporting

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Tags: portfolio management reporting, Best Practice Series, multi-asset class report, portfolio management solution

FinTech Meeting Foundation &Endowment Needs for Management of External Investments

Posted on October 28, 2016 by Jesse Gurevich

By Josh Smith

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Tags: FinTech, Foundations, Josh_Smith, Endowments, Publications, Solovis

Do you use Private i?

Posted on September 08, 2016 by Jesse Gurevich

Over the last twenty years, investors in private capital have had only a handful of options for software and data solutions. The legacy providers built 20th century solutions on 20th century

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Tags: Family Offices, Foundations, Pensions, Endowments, Modernizing Portfolio Management, Private i

Wanting to know more about Solovis? Check this article out!

Posted on April 29, 2016 by Jesse Gurevich

Solovis16-CEOCFO-Article

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Tags: Family Offices, Foundations, Interviews, OCIOS, Endowments, Press, Publications

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