What is Solovis?

Solovis is a multi-asset class, multi-currency portfolio management and reporting tool based in Irving, Texas. It serves as a comprehensive solution designed specifically for foundations, endowments, pensions, OCIOs (Outsourced Chief Investment Officers), and family offices. The software is known for its detailed analysis and data modeling capabilities that aid investors throughout the investment decision-making process.

As a service, Solovis acts as a transformative technology platform for limited partners and asset allocators. It boasts flexible, open architecture asset management, enabling users to generate dynamic data modeling and transparent reports. This service aspect of Solovis is instrumental in revolutionizing multi-asset class portfolio management.

In terms of data, Solovis provides a robust framework for transparent reporting and empowers investors across all office functions, from front to back. It stands out as a software solution that not only focuses on portfolio management and reporting but also emphasizes the empowerment of investors through the provision of comprehensive data analysis and modeling.

Solovis Plugins for Excel

Overview of Solovis Excel Plugin Features

Solovis is a portfolio management technology platform designed for managing multi-asset class portfolios including allocations to hedge funds, private equity, real estate, mutual funds, ETFs, and direct securities. It automates the collection and aggregation of investment data. Furthermore, Solovis facilitates detailed analysis and dynamic data modeling, along with providing bottom-up portfolio reporting and analysis. Users can customize reports to meet their specific needs, and the platform also offers a predictive modeling tool called Solovis Predict.

Benefits of Using Solovis Excel Plugin

The Solovis Excel Plugin comes with a state-of-the-art risk engine and a risk optimizer, making it a valuable tool for asset managers. It integrates via API and enhances end-of-trading-day asset allocation decisions. By reducing portfolio volatility and providing market moving insights, the plugin aids in making informed investment choices. It also significantly reduces the time needed to create investment proposals by automating data entry, reporting, and accounting tasks. With its help, firms can achieve more in less time, and investors gain more control over their portfolios. The plugin's data consolidation engine, custom report creation, and dynamic data make it a powerful tool for investment decision-making. Additionally, the plugin's data visualization and ability to design pixel perfect reports cater to a wide range of user preferences.

Integration with Excel

To integrate the Solovis plugin with Excel, users should be aware of a security update in Excel that might prevent automation add-ins from loading and cause a \"Cannot run the macro\" error message. To resolve this issue, the registry will need to be changed. Users are advised to back up the registry before making changes, and instructions are provided to modify the registry safely.

Common Use Cases

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  Use case 1: Automated data aggregation for Excel reports, allowing users to combine Solovis data with other sources within Excel for enhanced reporting and analysis.
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  Use case 2: Real-time performance tracking and hedging strategy analysis in Excel by leveraging Solovis automated workflow processes.
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  Use case 3: Custom report generation within Excel utilizing Solovis user-driven customization capabilities for tailored portfolio management.
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  Use case 4: Dynamic data modeling and what-if scenario analysis in Excel based on Solovis Predicts future state modeling tools.

Frequently Asked Questions

Why can't I connect to the Solovis Excel plugin on my computer when it works on others?

The issue may be related to local file permissions. Granting read and write permissions for Everyone on the Excel application can correct the issue.

What should I do if I receive an error when trying to use the same Solovis login on a different computer?

Reinstalling the latest Excel plugin on the affected computer is suggested. Additionally, running Excel as an administrator can enable the plugin to work.

How can I troubleshoot compatibility issues with the Solovis Excel plugin?

Ensure that Excel is updated to a supported version as different versions of Excel might have compatibility issues with the plugin.

How does the Solovis Excel plugin improve portfolio management?

The plugin aids in multi-asset class portfolio management, provides sophisticated analytics, automates investment data collection, and streamlines data aggregation for a complete portfolio view.

Can the Solovis Excel plugin help with risk management and decision making?

Yes, it optimizes risk-adjusted returns with sophisticated hedging techniques and includes future state modeling tools for performance projection, aiding investment teams in making better-informed decisions.