Solovis Stories

Discover how Solovis helps solve the challenges endowments, foundations, pensions, OCIOs and family offices face when managing strategic, multi-asset class portfolios over a long-term horizon.

The Solovis multi-asset class portfolio management platform has helped our clients:

Dramatically reduce time spent generating quarterly reports

Transform the way they collect and aggregate investment data, analyze portfolio performance and model and predict future outcomes

Make smarter, more informed investment decisions for their clients and constituents

OCIO / ENDOWMENTS & FOUNDATIONS

Verger Capital Management

Learn how Verger Capital Management — an outsourced investment officer (OCIO) firm serving endowments, foundations and healthcare organizations — solves multi-asset class data collection, aggregation and reporting challenges with Solovis.

“We were able to get consolidated portfolio reporting, slice and dice the data however we wanted, and easily run performance and risk statistics. And Solovis’ dedicated implementation team was willing to work with us every step of the way.”

OCIO / ENDOWMENTS & FOUNDATIONS

Mangham Associates

See how Mangham Associates – a full-service OCIO that focuses on the investment management needs of endowments, foundations and families – achieved greater ease and efficiency in generating custom client reports.

“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.”

OCIO / MULTI-FAMILY OFFICE

Truvvo Partners

Watch this video to hear how Truvvo Partners enables growth and scalability in its OCIO/multi-family office operations, and how they leveraged the Solovis platform to decrease time spent producing client reports from 2-3 weeks to 2-3 days.

“Solovis gives us the ability to easily collect, aggregate, analyze, report on and predict outcomes on our portfolio data. This has given us confidence we have accurate data to make sound investment decisions for our clients and allowed us to quickly grow and scale our business.”

Contact Solovis

Interested in learning more about the Solovis platform? Contact us to get in touch with a team member.

Multi-Asset Class Portfolio Management Software That Enables Better Investment Decisions

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