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What is Solvas Portfolio?

Solvas Portfolio is a comprehensive asset administration and reporting solution engineered to help financial teams manage increasingly complex portfolios with speed and precision. Legacy spreadsheets and manual workflows simply can’t keep up as data volumes grow, but Solvas Portfolio centralizes information across strategies, portfolios, and asset classes to create a unified source of truth. By providing a full 360-degree view of assets under management, it improves situational awareness and reduces the operational blind spots that lead to risk. The platform’s simple, intuitive workflows allow teams to assess risk, track positions, and reconcile cash activity with minimal friction. Its sophisticated reporting engine empowers organizations to share accurate, transparent insights with trustees, executives, and other stakeholders. Solvas Portfolio also eliminates time-consuming manual tasks, lowering operational costs while boosting daily efficiency. Seamless integration with accounting, trade, reconciliation, and risk systems makes it the central command center of your asset management ecosystem. Firms benefit from enhanced control, faster decision-making, and a streamlined way to protect revenue. As your business evolves, Solvas Portfolio scales with you, supporting growth without compromising accuracy. Migration support from Solvas experts ensures a smooth onboarding process, enabling teams to adopt the solution quickly and confidently.

What is MarketRisk?

What is the best way to distribute assets in your investment portfolio? MarketRisk simplifies this decision-making process by employing a distinctive algorithm that assesses the risk associated with each asset according to its present market value. By aligning the risk exposure of your portfolio with your individual risk tolerance, MarketRisk ensures that your investments remain within your comfort zone. You can select from a maximum of seven different investable assets, such as stock indices, precious metals, and bonds. Using your specified market price and risk tolerance, MarketRisk determines the optimal position size for each asset you choose. While MarketRisk is not a substitute for a financial advisor, it serves as a valuable research tool. Over the past five decades, the performance has averaged an impressive 16.3% annually. Each potential portfolio mix has been meticulously backtested from 1929 through 2020, providing a comprehensive view of potential outcomes. The data from the last fifty years of performance is thoroughly analyzed and presented for your consideration.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$39 CAD
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

Company Facts

Organization Name

Alter Domus Data Solutions Inc.

Company Location

United States

Company Website

www.solvassolutions.com/solvas-portfolio/

Company Facts

Organization Name

Dacris Software

Date Founded

1998

Company Location

Canada

Company Website

www.dacris.com

Categories and Features

Categories and Features

Investment Management

Bonds / Stocks
Commodities
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

For Investment Advisors
Portfolio Accounting
Portfolio Rebalancing
Risk Management

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