Solovis
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Solovis is a portfolio management platform designed for wealth managers, with an emphasis on improving investment strategies and client outcomes. The platform incorporates technologies such as artificial intelligence and machine learning to assist wealth managers in analyzing market data, evaluating risk, and identifying investment opportunities. It offers real-time analytics that provide insights into asset allocation and performance metrics, which can aid in dynamic rebalancing and adherence to regulatory requirements. Solovis targets limited partners and asset allocators, aiming to fulfill the demand for a comprehensive multi-asset class portfolio management solution. Additionally, its API capabilities allow for integration with custodians and trading platforms, facilitating a unified view of client assets and enhancing investment decision-making.
Key facts
- Founded
- 2013
- Headquarters
- Dallas, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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Contact
- Primary office
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Open roles
33 rolesTechnical Account Manager, Institutional Investors
United States · On-site · Internship
Executive Assistant
Irving, TX · On-site · Internship
Manager, DevOps
United States · On-site · Internship
