Solvas|Portfolio
Solvas|Portfolio offers a robust solution for multi-asset class portfolio administration and reporting. Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities such as bonds, equities, and loans. The platform supports complex trading strategies, including pro rata transactions and purchase lot tracking, enhancing operational efficiency.
Top Solvas|Portfolio Alternatives
EquityStat
EquityStat is a revolutionary web-based portfolio management tool that streamlines the tracking of stocks, bonds, ETFs, and mutual funds across multiple brokerages.
Morningstar Office Cloud
Morningstar Office Cloud is a robust stock portfolio management software designed for Registered Investment Advisors (RIAs).
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency.
Benzinga Pro
Equipped with real-time insights and alerts, this stock portfolio management software empowers investors to trade with confidence.
Write-Up
Write-Up streamlines stock portfolio accounting for high net worth clients, enabling firms to manage labor-intensive tasks efficiently.
Kavout
An innovative AI investing platform, Kavout offers tools like the AI Stock Picker, InvestGPT, and Kai Score to help investors identify high-potential stocks and cryptocurrencies.
Ziggma
The platform offers real-time updates as search parameters are adjusted, ensuring relevant results...
Clear Street Studio
With powerful tools for portfolio analytics, real-time data access, and automation capabilities, it efficiently processes...
Utluna
By seamlessly syncing accounts across various financial institutions in under five minutes, it provides a...
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
My Stocks Portfolio
The platform offers customizable news feeds, currency conversions, and visual portfolio allocations, enabling users to...
Portfolio Trader
Users can effortlessly track multiple portfolios and multi-currency holdings, benefiting from in-depth Profit & Loss...
TRobo
Users can tailor portfolios by setting risk levels and providing descriptions, all while viewing performance...
MyStockPortfolio
Users can screen over 8,000 stocks, track holdings, and gauge market trends with instant stock...
MarketGrader
By leveraging big-data technology, it provides daily updates on company ratings, focusing on Growth, Value...
Top Solvas|Portfolio Alternatives
- EquityStat
- Morningstar Office Cloud
- Tamarac
- Benzinga Pro
- Write-Up
- Kavout
- Ziggma
- Clear Street Studio
- Utluna
- Fund Manager
- My Stocks Portfolio
- Portfolio Trader
- TRobo
- MyStockPortfolio
- MarketGrader
