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What is Solovis?

Designed specifically for limited partners and asset allocators, the Solovis platform transforms the way multi-asset class portfolios are managed. This is the ideal time to boost efficiency, accelerate insights, and refine the investment decision-making processes. It simplifies the data collection from both public and private assets, allowing users to gain a deeper understanding of hedge fund managers, private equity, and alternative investments. Investment data is transmuted into actionable intelligence that can drive results. By enhancing your capabilities with data operations and exposure analysts, you can effectively navigate the complexities of managing portfolios that include hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities, which requires handling numerous data points that can easily reach into the hundreds or thousands. Given that investment data comes in various formats, is updated at different frequencies, and resides in multiple systems, Solovis serves as a centralized hub for portfolio management. It automates the collection of investment data while delivering valuable insights that improve decision-making. Consequently, investment teams can devote their attention to strategic initiatives rather than the burdens of data management, ultimately leading to more informed and effective investment strategies. In this way, Solovis not only streamlines operations but also enhances the overall effectiveness of investment processes.

What is CalibreRMS?

CalibreRMS serves as a comprehensive Research Management System, featuring an easy-to-navigate interface that enables users to document, share, and collaborate on data in a format that is both mobile-friendly and customizable. Beyond merely functioning as a note management application, CalibreRMS effectively combines qualitative research with various modeling and analytics capabilities. This platform can be tailored to align with your investment strategy, facilitating seamless collaboration among teams regardless of their location or the devices they are using. Furthermore, CalibreRMS is designed to integrate effortlessly with other modeling and analytics tools, allowing users to avoid the limitations of proprietary systems. Additionally, it includes audit trails to streamline compliance processes, ensuring that all necessary documentation is easily accessible. Overall, CalibreRMS empowers researchers to enhance their data management and collaboration efforts significantly.

What is Brightwave?

Brightwave stands out as a cutting-edge platform for research and investment intelligence, utilizing AI and autonomous agents to conduct thorough investigations, analyze thousands of documents, and create deliverables that are ready for sharing, all while providing comprehensive sourcing and synthesized insights. By transforming vast collections of data into actionable insights in just minutes rather than hours, it meticulously dissects complex materials such as PDFs, Word documents, Excel spreadsheets, SEC filings, and earnings calls to uncover hidden risks, opportunities, and vital factors with exceptional accuracy and detailed citations. In addition to its prowess in analysis, Brightwave produces structured outputs including reports, charts, tables, grids, and slides, enhancing its functionality beyond mere conversational responses; users can also replicate previous templates, craft investment memos, and extract structured data on a large scale. The platform adeptly accommodates workflows across both private and public markets, significantly improving the detection of critical information that may be missed in manual reviews, while also allowing for the customization of various data sources to meet specific user requirements. This versatility and efficiency position Brightwave as an essential resource for professionals seeking to elevate their investment strategies and refine their decision-making processes, ultimately contributing to more informed and effective investment choices.

Media

Media

Media

Integrations Supported

Adobe Acrobat Reader
Amazon Web Services (AWS)
Dropbox
Google Docs
Google Drive
Google Sheets
Microsoft Excel
Microsoft Word
Okta

Integrations Supported

Adobe Acrobat Reader
Amazon Web Services (AWS)
Dropbox
Google Docs
Google Drive
Google Sheets
Microsoft Excel
Microsoft Word
Okta

Integrations Supported

Adobe Acrobat Reader
Amazon Web Services (AWS)
Dropbox
Google Docs
Google Drive
Google Sheets
Microsoft Excel
Microsoft Word
Okta

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$200 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solovis

Date Founded

2013

Company Location

United States

Company Website

www.solovis.com

Company Facts

Organization Name

Calibre Financial Technology

Date Founded

1999

Company Location

Australia

Company Website

www.calibreft.com

Company Facts

Organization Name

Brightwave

Date Founded

2023

Company Location

United States

Company Website

www.brightwave.io

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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