Audience

leading financial institutions seeking for a Stock Portfolio Management solution

About Solvas|Portfolio

Deloitte’s Financial Technology team, a leader in the financial software solutions market, has developed Solvas|Portfolio, a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Designed as a diverse portfolio administration, collateral tracking, and reporting tool, Solvas|Portfolio is used by a large array of leading financial institutions, including hedge fund and asset managers; hedge fund administrators; syndicated, corporate, or real estate loan administrative agents; and agent or trustee banks. Detailed support for a broad array of collateral, including bonds; factor-based securities; asset-backed securities; syndicated, corporate, or real estate loans; credit default swaps; and equities. Pro rata and non-pro rata trading with purchase lot tracking and global or portfolio trading wizards.

Integrations

No integrations listed.

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Company Information

Deloitte
Founded: 1982
United States
www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-solvas-portfolio.pdf

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Product Details

Platforms Supported
SaaS
Training
Documentation
Webinars
Support
Phone Support
Online

Solvas|Portfolio Frequently Asked Questions

Q: What kinds of users and organization types does Solvas|Portfolio work with?
Q: What languages does Solvas|Portfolio support in their product?
Q: What kind of support options does Solvas|Portfolio offer?
Q: What type of training does Solvas|Portfolio provide?

Solvas|Portfolio Product Features

Stock Portfolio Management

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