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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 Pro Stock Tracker?

Pro Stock Tracker is a sophisticated investment portfolio management tool designed for long-term investors who prioritize accuracy and comprehensive data analysis. Covering over 250,000 securities across 80+ global exchanges, the platform tracks a wide range of assets including stocks, ETFs, crypto, forex, and bonds. With its Money-Weighted Rate of Return (MWRR) calculations, Pro Stock Tracker offers a true representation of portfolio performance, factoring in dividends, corporate actions, and brokerage fees. Investors can automate their portfolio updates with dividend and corporate action tracking, and gain access to in-depth reports on sector diversification, risk analysis, and market trends. The platform also supports multi-currency reporting, enabling investors to manage portfolios in different currencies. With advanced filtering tools and easy-to-understand visual dashboards, Pro Stock Tracker simplifies the investment tracking process while providing key insights to help investors make smarter, data-driven decisions over the long term.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$4.99 per month (annually)
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

Alter Domus Data Solutions Inc.

Company Location

United States

Company Website

www.solvassolutions.com/solvas-portfolio/

Company Facts

Organization Name

Pro Stock Tracker

Date Founded

2022

Company Location

United Kingdom

Company Website

prostocktracker.com

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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