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Solovis

Read 3 Solovis reviews and testimonials from customers, explore 3 case studies and customer success stories, and watch 3 customer videos to see why companies chose Solovis as their Project Portfolio Management Software

Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders.

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Customer Rating Review Score based on 1336 reference ratings
4.8/5.0 (1336)

3Testimonials

  • "Solovis has the flexibility and capability to do exactly what we need. We were able to get consolidated portfolio reporting, slice and dice the data however we wanted, and easily …

    Verger Capital Management

  • "Solovis understands the outsourced CIO business and the institutional model of investing, and they have designed a system that works very well for an endowment model."

    Mangham Associates

  • “We were looking for a platform that could solve our investment needs, not just report data statements. We wanted to go beyond the statements. We wanted to analyze the information …

    Truvvo Partners
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3 Case Studies

  • How Mangham Associates Conquered Portfolio Reporting Challenges

  • Verger Capital Management Solves Multi-Asset Class Portfolio Management Challenges

  • How Truvvo Partners Reduced Portfolio Reporting Time from Weeks to Days

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3 Customer Videos

  • Mangham Associates - Customer Success Story (Tracy Townsend - Director of Operations)
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    Tracy Townsend Director of Operations
  • How OCIO Truvvo Partners Leverages Solovis Portfolio Analytics
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    Danielle Roseman Director of Operations
  • Verger Capital Management - Customer Success Story (Kristina Babore - Senior Operations Analyst)
    Play Video
    Kristina Babore Senior Operations Analyst
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Additional Solovis Information & Resources

Read Solovis Reviews, Testimonials & Customer References from 3 real Solovis customers.

Browse Solovis Case Studies, Customer Success Stories, & Customer References from 3 businesses that use Solovis.

Watch Solovis Customer Videos to learn why 3 businesses chose Solovis.

FeaturedCustomers has 1,909,982+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.