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What is Solvas|Portfolio?

Deloitte's Financial Technology division, which is well-regarded as a leader in the realm of financial software solutions, has unveiled Solvas|Portfolio, an all-encompassing portfolio administration and reporting tool specifically crafted for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. This cutting-edge instrument operates as a multifunctional platform for portfolio oversight, collateral management, and comprehensive reporting, serving a diverse array of esteemed financial entities, including hedge funds, asset managers, and various loan administrative agents, in addition to trustees and agent banks. Solvas|Portfolio stands out by delivering detailed support for an extensive range of collateral types, encompassing bonds, factor-based securities, asset-backed securities, and both corporate and real estate loans, alongside instruments such as credit default swaps and equities. Moreover, it enables both pro rata and non-pro rata trading, which aids in efficient tracking of purchase lots while providing capabilities for global or portfolio trading via intuitive wizards. The solution aims to bolster operational efficiency and furnish vital insights for professionals in the financial sector, ultimately streamlining their processes and enhancing decision-making capabilities. This innovative offering reflects Deloitte's commitment to addressing the evolving needs of the financial industry.

What is PinkLion?

PinkLion functions as a sophisticated investing companion powered by AI, crafted to help you effectively grow and manage your financial assets. Beyond simple portfolio monitoring, our platform delivers personalized insights and actionable optimization recommendations, complete with one-year forecasts and scenario analyses. Whether you're just starting your investment journey or refining existing strategies, PinkLion provides you with data-driven insights that empower informed financial choices. Key features of PinkLion include: - A Comprehensive Investment Overview - Portfolio Setup via brokers or manual entry - Smart Forecasting Tools - In-Depth Portfolio Analytics - Optimization Tools for Your Portfolio - Scenario Simulations - Direct Investment Comparisons - Routine Evaluations of Portfolio Health These capabilities enable users to maneuver through the intricacies of investing with enhanced confidence and clarity, ensuring a more strategic approach to wealth management. By leveraging our platform, investors can make informed decisions that align with their financial goals.

Media

Media

No images available

Integrations Supported

Binance
Charles Schwab
Coinbase
Kraken
Robinhood

Integrations Supported

Binance
Charles Schwab
Coinbase
Kraken
Robinhood

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15/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

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

Company Facts

Organization Name

Deloitte

Date Founded

1982

Company Location

United States

Company Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-solvas-portfolio.pdf

Company Facts

Organization Name

InnovationCraft UG (haftungsbeschränkt)

Date Founded

2023

Company Location

Germany

Company Website

pinklion.xyz/

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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