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Solovis Platform from Solovis (part of Nasdaq)
A portfolio modeling and analytics platform designed for institutional investors that provides scenario analysis, stress testing, and performance attribution across public and private investments. Enables multi-asset class portfolio analysis and liquidity forecasting.
More about Solovis (part of Nasdaq)
Product analysis by function
Portfolio Modeling Software for Portfolio Management
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
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Portfolio Construction & Customization
(10 Yes /10 Known /10 Possible features)
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Asset Universe Selection Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.). |
Solovis provides customizable selection of investable assets and supports multiple asset classes, including alternatives. | |
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Factor Modeling Support for multi-factor risk and return modeling (e.g., Fama-French, Barra). |
Solovis offers factor analytics and risk modeling capabilities, including multi-factor models per public documentation. | |
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Model Portfolios Ability to create and manage model portfolios as templates. |
Model portfolio creation and management is cited as a Solovis core function. | |
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Custom Constraints Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc. |
Solovis allows setting of custom constraints such as asset, sector, and risk exposure. | |
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Optimization Engine Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives. |
Optimization and rebalancing tools are central to the Solovis offering. | |
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Rebalancing Tools Automated or manual tools for portfolio rebalancing. |
Solovis supports both automated and manual rebalancing. | |
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Scenario Analysis Ability to simulate various market conditions or shocks. |
Scenario analysis is a major marketing point and a core module in Solovis. | |
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Multi-currency Support Ability to construct and track portfolios in multiple currencies. |
Solovis supports multi-currency portfolios and conversions. | |
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Automated Cash Management Tools for handling cash flows, subscriptions, and redemptions automatically. |
Solovis offers cash management tools, handling flows and projections. | |
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ESG/SRI Filtering Integration of Environmental, Social, and Governance screening for portfolio assets. |
Solovis integrates ESG and SRI screening for asset filtering. |
Risk Analytics and Measurement
(10 Yes /10 Known /10 Possible features)
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Value at Risk (VaR) Calculation of portfolio or asset-level VaR metrics. |
Value at Risk (VaR) analytics is mentioned in the Solovis platform feature set. | |
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Stress Testing Scenario-based risk assessment against historical or hypothetical scenarios. |
Stress testing is a prominent Solovis capability for institutional investors. | |
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Attribution Analysis Performance and risk attribution tools by factor, sector, asset class etc. |
Performance and risk attribution by sector, asset class, etc., is a listed feature. | |
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Liquidity Risk Analysis Assessment of how quickly assets can be sold without impacting price. |
Liquidity risk modeling and analysis are offered as part of liquidity forecasting. | |
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Correlation Analysis Measurement of inter-asset and cross-portfolio correlations. |
Correlation analysis tools are available for inter-asset/portfolio analytics. | |
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Drawdown Measurement Calculation of historical and current maximum drawdowns. |
Drawdown calculations are included within performance analytics. | |
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Tracking Error Measurement of deviation from a benchmark index. |
Tracking error versus benchmarks can be measured using Solovis analytics. | |
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Risk/Reward Metrics Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc. |
Risk/Reward metrics such as Sharpe Ratio and Sortino are part of the analytic suite. | |
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Real-time Risk Calculations Support for intraday or real-time calculation of major risk metrics. |
Solovis provides near real-time calculations and analytics depending on data feeds. | |
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Beta Calculation Calculation of beta to major indices or custom benchmarks. |
Beta to indices/custom benchmarks is part of performance attribution. |
Reporting and Visualization
(9 Yes /9 Known /10 Possible features)
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Custom Report Builder Ability to design and generate custom reports for stakeholders. |
Platform includes customizable report builder for stakeholders. | |
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Automated Scheduled Reports Support for automated delivery of periodic performance and risk reports. |
Automated and scheduled reporting are supported per marketing literature. | |
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Data Export Options Export data/reports to Excel, PDF, PowerPoint, CSV, etc. |
Export options for Excel, PDF, PowerPoint, and CSV are offered. | |
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Interactive Dashboards Web-based or desktop dashboards for exploring portfolio data interactively. |
Web-based interactive dashboards are a core part of Solovis. | |
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Benchmarking Tools Visualization of portfolio vs. benchmark performance. |
Benchmarking versus indices/peer groups is offered in performance modules. | |
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Drill-down Analytics Ability to drill down from summary to detail, including holdings-level views. |
Drill-down analytics from summary to holdings-level is provided. | |
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Regulatory Compliance Reporting Pre-configured templates for regulatory disclosures. |
Regulatory compliance report templates are available for regulatory disclosures. | |
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Client Statement Generation On-demand or batch production of investor/client statements. |
Client statement generation is included as a reporting feature. | |
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Branded Customization Support for client or firm branding in output documents. |
Support for branded/customized reports is referenced. | |
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Data Visualization Speed Time required to render large portfolio visualizations or dashboards. |
No information available |
Data Integration & Coverage
(8 Yes /8 Known /10 Possible features)
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Market Data Integration Integration with major market data providers (Bloomberg, Refinitiv, others). |
Solovis integrates with market data providers such as Bloomberg and FactSet. | |
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Real-time Price Feeds Support for live security pricing updates. |
Platform supports real-time or near real-time price feeds with appropriate data subscriptions. | |
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Historical Data Coverage Access to deep historical prices, returns, corporate actions. |
Access to long history of price, performance and corporate action data is supported. | |
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Alternative Data Sources Integration with ESG, sentiment, macro, or specialty data sets. |
Alternative data integration (ESG, macro, etc.) is cited in Solovis product marketing. | |
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Instrument Coverage Breadth Number of securities/instruments supported. |
No information available | |
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APIs for Data Import/Export APIs for ingesting portfolio/strategy data and extracting output programmatically. |
Solovis offers APIs for data import and export. | |
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Custom Data Mapping Support for user-defined instrument or classification schemes. |
User-defined data mapping and classifications are part of Solovis's flexibility. | |
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Frequency of Data Updates How often database is refreshed with new data. |
No information available | |
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Third-party OMS/EMS Integration Integration with Order Management/Execution Management Systems. |
Solovis integrates with third-party OMS/EMS systems, per integration documentation. | |
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Cloud Data Access Web-based, cloud storage, and remote-access options for data. |
Cloud-based deployment is standard for Solovis. |
Performance Measurement
(9 Yes /9 Known /10 Possible features)
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Time-weighted Return (TWR) Support for TWR calculation on portfolio and component level. |
Time-weighted returns are part of the core performance analytics. | |
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Money-weighted Return (IRR/XIRR) Calculation of internal rate of return methods. |
IRR/XIRR (money-weighted returns) calculation is included in the platform. | |
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Gross and Net Performance Calculation of returns before and after fees/expenses. |
Both gross and net performance, including fee effects, are available. | |
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Performance Attribution Ability to analyze sources of returns at various levels. |
Attribution of performance to sector, asset, etc., is a platform feature. | |
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Custom Period Calculation Support for non-standard or custom time periods. |
Users can calculate performance across user-defined periods. | |
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Rolling Periods Analysis View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years). |
Rolling period return/risk is available for historical analysis. | |
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Multi-currency Returns Returns in base and local currencies, with currency impact analysis. |
Currency impact analysis and multi-currency returns reported. | |
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Dividend/Income Tracking Account for and analyze impact of dividends, coupons, distributions. |
Dividends, coupons and other income is tracked by Solovis. | |
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Peer Group Comparison Comparative returns versus peer group/fund category. |
Peer group comparison available as a benchmark feature. | |
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Speed of Performance Calculation Time required to compute returns over multi-year periods. |
No information available |
Workflow & Collaboration
(9 Yes /9 Known /10 Possible features)
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User Access Management Control permissions by team member role and portfolio. |
User and role-based access control is part of Solovis platform administration. | |
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Version Control Track portfolio/model version histories and restore prior states. |
Version control for portfolios and models is listed in technical docs. | |
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Change Audit Trail Comprehensive logging of changes to portfolio and settings. |
Audit trail of changes for portfolio history is maintained. | |
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Collaboration Notes/Comments Internal note system and workflow tagging. |
Collaboration and commenting within the application is available. | |
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Task Assignment/Tracking Assign and monitor tasks related to portfolio management. |
Task assignment and collaboration tools are supported. | |
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Notification & Alert System Customizable in-app or email alerts for key events. |
Notifications, reminders, and alerts can be configured for tasks and events. | |
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Portfolio Sharing Share models/data securely with colleagues or clients. |
Portfolio/model sharing is supported for secure collaboration. | |
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Approval Workflow Multi-stage approvals for allocation or trading decisions. |
Solovis supports multilevel approval and compliance workflow. | |
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Template Library Central repository for commonly used models/templates. |
Template/model library is available for common analytical workflows. | |
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Concurrent User Support Number of users who can work on portfolios simultaneously. |
No information available |
Compliance & Regulation
(8 Yes /8 Known /10 Possible features)
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Rule-based Compliance Engine Flexible creation and application of investment guidelines. |
Rule-based compliance engine can be customized within Solovis. | |
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Pre-trade Compliance Checks Monitor guideline adherence before trades are executed. |
Pre-trade compliance checks are implemented in allocation workflows. | |
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Post-trade Compliance Monitoring Ongoing monitoring and reporting of breaches. |
Ongoing post-trade compliance monitoring is part of compliance suite. | |
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Automated Breach Alerts Automatic alerting when compliance rules are violated. |
Automated alerts for compliance breaches are described in feature set. | |
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Documentation Management Archive regulatory, legal, and guidelines documentation. |
Solovis manages and archives regulatory and reference documentation. | |
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Audit Trail of Compliance Actions Complete record of checks, alerts, and actions taken. |
Comprehensive audit trail of compliance actions is available. | |
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Global Regulatory Support Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.). |
Solovis is used by global institutional investors and supports multiple regulatory frameworks. | |
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KYC/AML Integration Built-in or integrated Know Your Customer/Anti-Money Laundering tools. |
No information available | |
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Regulatory Filing Generation Automated production of required filings (Form PF, N-PORT, etc.). |
Regulatory filing generation features are present for industry standard forms. | |
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Compliance Rule Capacity Maximum number of distinct rules or guidelines supported. |
No information available |
User Interface & Usability
(5 Yes /5 Known /10 Possible features)
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Customizable Workspace Personalize layouts, dashboards, and menus. |
Workspaces and dashboards are customizable per user. | |
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Multi-language Support Availability of platform in multiple languages. |
No information available | |
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Mobile/Tablet Access Optimized interface for mobile or tablet devices. |
Clients can access platform features via mobile and tablet-optimized interfaces. | |
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Accessibility Features Compliance with accessibility standards such as WCAG. |
No information available | |
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Drag-and-drop Functionality Interactive features for easier manipulation of portfolio components. |
Intuitive drag-and-drop controls for asset selection and portfolio building are available. | |
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Navigation Speed Time to load or navigate typical screens. |
No information available | |
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Onboarding Tutorials Built-in guided product tours and helpsheets. |
Onboarding tutorials and support materials are provided for new users. | |
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Keyboard Shortcuts Support for hotkeys/shortcuts across major tasks. |
No information available | |
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Client View Mode View interface/outputs as an end-client would see them. |
No information available | |
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Bulk Editing Tools Efficiently edit or update many portfolio elements at once. |
Bulk update/editing of portfolio elements is supported. |
Security & Reliability
(8 Yes /8 Known /10 Possible features)
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Data Encryption (at rest/in transit) Sensitive data encrypted both on server and during transmission. |
Data is encrypted at rest and in transit as per institutional standards. | |
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User Authentication Methods Multi-factor authentication and SSO support. |
Multi-factor authentication and SSO are described in security documentation. | |
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Backup & Restore Automated data backups and version restores. |
Automated data backups and restore features are available. | |
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Penetration Testing / Vulnerability Assessments Regular security testing of software and infrastructure. |
Penetration tests and vulnerability assessment are regularly conducted. | |
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Uptime SLA Service Level Agreement for uptime/reliability. |
No information available | |
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Disaster Recovery Plan Documented process for rapid data and service recovery. |
Disaster recovery plans are in place and tested as part of Nasdaq's service standards. | |
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Data Center Location Disclosure Transparency around physical and cloud hosting environments. |
Data center and cloud hosting information disclosed as per security documentation. | |
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Concurrent Session Limit Number of simultaneous device logins permitted per user. |
No information available | |
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Granular Role Permissions Ability to assign permissions at a granular feature level. |
Granular role and feature permissions are configurable. | |
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Audit Logs Track all user/system access and platform events. |
Audit logs of user/system actions are maintained by Solovis. |
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
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Open API Access Full-featured APIs for integrating with internal/external applications. |
Open API access for integration with internal and external apps, documented on developer portal. | |
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Custom Plug-ins/Extensions Ability to build/install custom analytics or interfaces. |
Custom plug-in and extension support is cited for advanced analytics. | |
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Support for Python/R/Matlab Native support for popular programming and analytics languages. |
Solovis offers support for Python and other major analytics languages. | |
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Excel Integration Ingest/export data directly from/to Microsoft Excel. |
Excel integration is supported natively. | |
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Webhook Support Event-driven notifications that can trigger external processes. |
Webhook/event based notification integration is provided. | |
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Pre-built Connectors Standard data and workflow connectors for third-party applications. |
Standard pre-built connectors exist for popular industry systems. | |
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Marketplace for Add-ons Ecosystem for third-party analytics, data sources, and modules. |
No information available | |
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Code Library Sharing Central repository for firm or community-developed modeling code. |
No information available | |
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Integration Setup Time Average time to establish a connection with major external systems. |
No information available | |
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Support for Batch Processes Schedule and run analytics or imports/exports in batch. |
Batch analytics and scheduled processes are features within Solovis. |
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