Nasdaq Solovis provides a cloud‑native platform that aggregates multi‑asset class data from managers, custodians and market feeds into a single source of truth. The solution offers automated ingestion, portfolio modeling, risk analytics, predictive forecasting and configurable real‑time reporting for institutional asset owners.
Funding
$2.7B raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Asset owners often contend with fragmented portfolio data sourced from multiple managers, custodians, and market vendors, requiring extensive manual aggregation and reconciliation. This disjointed workflow hampers timely analysis, risk assessment, and consistent reporting across public and private asset classes.
Solution
Nasdaq Solovis delivers a cloud‑native platform that consolidates multi‑asset class data into a single source of truth, enabling end‑to‑end portfolio modeling, analytics, and reporting. Automated data‑capture workflows ingest information from managers, brokers, custodians, and market data feeds, reducing manual effort and improving data accuracy. Built‑in analytics modules support bottom‑up performance attribution, multi‑factor risk exposure, scenario analysis, and forward‑looking forecasts. Users can generate custom, real‑time reports and dashboards for internal teams and external stakeholders without leaving the platform. The solution also offers optional analyst services to outsource data collection and aggregation, further freeing investment staff to focus on strategic analysis.
Target Audience
The platform is aimed at institutional asset owners such as pension funds, endowments, sovereign wealth funds, and multi‑manager investment teams that require consolidated analytics and reporting across diversified portfolios.
Features
- Cloud‑based data lake with automated ingestion pipelines for public and private securities, supporting over 250 data sets via API
- Drag‑and‑drop portfolio reclassification engine that recalculates exposures and performance instantly across all asset classes
- Integrated risk analytics suite offering multi‑factor risk metrics, historical scenario testing, and stress‑testing capabilities
- Predictive modeling tools that generate forward‑looking performance and liquidity projections using statistical and machine‑learning techniques
- Configurable reporting engine with real‑time dashboards, customizable templates, and export options for PDF, Excel, and API delivery
- Role‑based access control and audit logging to ensure data security and compliance with industry regulations
- Optional outsourced analyst services for end‑to‑end data capture, validation, and aggregation