Solovis is a multi-asset class portfolio management and reporting solution for foundations, endowments, pensions, OCIOs, and family offices. Designed and built for open architecture asset management, Solovis is a flexible, robust technology platform that enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.
Investment Accounting & Reporting Made to Order
VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
Morningstar CPMS provides fundamental data, Brokers' estimates and software for use in backtesting, stock selection and market, industry and portfolio analysis. We provide coverage totaling over 3000 companies in the U.S. and Canada.