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Solovis

Read 3 Solovis reviews and testimonials from customers, explore 10 case studies and customer success stories, and watch 3 customer videos to see why companies chose Solovis as their Investment 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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  • 3 Testimonials View
  • 10 Case Studies View
  • 3 Customer Videos View
Customer Rating Review Score based on 1498 reference ratings
4.8/5.0 (1498)

3Testimonials

  • "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

  • "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
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10 Case Studies

  • The Wallace Foundation manages $1.7B in AUM with Solovis

  • Reed College speeds manager evaluations from hours to minutes with Solovis

  • Ares Wealth Management Solutions manages $525 billion in alternatives with Solovis

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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
  • Verger Capital Management - Customer Success Story (Kristina Babore - Senior Operations Analyst)
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    Kristina Babore Senior Operations Analyst
  • How OCIO Truvvo Partners Leverages Solovis Portfolio Analytics
    Play Video
    Danielle Roseman Director of Operations
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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 10 businesses that use Solovis.

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

FeaturedCustomers has 2,122,075+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.