Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently.
Description
Specifically crafted for limited partners and asset allocators, the Solovis platform revolutionizes the management of multi-asset class portfolios. Now is the moment to enhance efficiency, speed up insights, and improve investment decision-making processes. Streamline the collection of data from both public and private assets. Acquire deeper insights into hedge fund managers, private equity, and alternative investments. Convert investment data into valuable intelligence. Expand your capabilities with data operations and exposure analysts. Managing portfolios that span hedge funds, private equity, real assets, mutual funds, ETFs, and direct securities entails overseeing a multitude of data points, often numbering in the hundreds or thousands. Investment data varies in format, is updated at different intervals, and exists across various systems. Solovis acts as the centralized platform for portfolio management that automates the collection of investment data while providing actionable insights to enhance decision-making. By leveraging this technology, investment teams can focus on strategy rather than data management.
API Access
Has API
No
API Access
Has API
No
Integrations
Bitcoin
No
Gemini
No
Honeycomb
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BITRIA
Country
United States
Website
bitria.io
Vendor Details
Company Name
Solovis
Founded
2013
Country
United States
Website
www.solovis.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes