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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EquBot AI, in collaboration with Watson, equips asset managers to effectively deal with the rapid expansion of data by offering explainable, tailored AI-powered portfolios as a service (PaaS), along with indexes and signals. By utilizing EquBot AI with Watson, insurance companies and various asset owners can convert raw data into enhanced investment results through these customizable AI solutions. By leveraging EquBot’s innovative PaaS, indexes, and signals, investors can not only stay abreast of the complexities of the data landscape but also excel in it. This powerful combination allows for the construction, monitoring, and adjustment of client portfolios, ensuring alignment with their financial aspirations. Furthermore, individual investors can take advantage of EquBot AI with Watson to revolutionize their investment strategies through AI-Powered ETFs, making informed decisions that lead to superior outcomes. With these advanced tools, both institutional and personal investors can gain a competitive edge in a data-driven market.

Description

Solvas Portfolio delivers a powerful, unified approach to asset administration and reporting, replacing outdated legacy tools with technology built for modern portfolio management. As firms scale, data becomes harder to manage, but Solvas Portfolio aggregates information across asset types and investment strategies to provide a true 360-degree view of assets under management. Its intuitive workflows allow users to quickly analyze positions, monitor risk, and access meaningful insights without wrestling with complex interfaces. Stakeholders and trustees benefit from clear, reliable reporting that enhances transparency and trust. The platform also reduces administrative burdens by simplifying daily processes such as trade settlement, cash reconciliation, and asset servicing. Seamless system integrations ensure that Solvas Portfolio fits naturally into your existing ecosystem, keeping all operational data aligned. It also helps minimize errors and risk exposure by standardizing processes across departments. With expert guidance at every stage, firms can transition their data smoothly and unlock more efficient, consistent portfolio operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

IBM Watson Yes 

Integrations

IBM Watson 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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EquBot

Founded

2017

Country

United States

Website

equbot.com

Vendor Details

Company Name

Alter Domus Data Solutions Inc.

Country

United States

Website

www.solvassolutions.com/solvas-portfolio/

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

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