Nasdaq for Family Offices

Family offices and institutional investors managing multi-asset class portfolios routinely face the same problem: portfolio data lives in too many places, and by the time it is aggregated, the moment for a decision has passed. Solovis, a Nasdaq-owned platform, addresses this by centralising data collection, aggregation, and analysis into a single environment designed specifically for complex, multi-asset portfolios.

The platform operates across two primary layers. The Solovis Analyst Services offering provides outsourced data capture and aggregation, pulling information from managers, brokers, custodians, and market data vendors so internal teams can focus on analysis rather than data operations. The portfolio analytics layer then delivers bottom-up performance analysis, transaction oversight, and audit records across both public and private asset classes. Key capabilities include:

• Multi-factor risk exposure analysis with historical scenario analysis and market stress testing
• Asset allocation forecasting and performance projection tools via Solovis Predict
• Customisable report writing tools designed for investment teams and external stakeholders
• Drag-and-drop portfolio modelling with real-time recalculation across asset class reclassifications
• Consolidated transaction and audit record management

The Nasdaq ownership signals institutional-grade infrastructure and data credibility, which matters when a family office is staking its reporting and risk framework on a single platform. That said, pricing is not publicly disclosed, and the platform's depth appears best suited to investment offices with meaningful operational complexity rather than smaller single-family offices seeking lightweight reporting. Teams that already have strong data operations may find the Analyst Services component redundant, but for those whose analysts spend significant time on data gathering rather than analysis, it represents a meaningful shift in how internal capacity gets allocated.

• Aggregating portfolio data from managers, brokers, custodians, and market data vendors
• Conducting bottom-up portfolio performance and exposure analysis
• Generating customised reports for investment teams and external stakeholders
• Assessing portfolio risk across public and private asset classes
• Projecting performance, liquidity, and risk for future investment decisions
• Providing transaction oversight and audit record management

• Solovis Analyst Services for outsourced data capture and aggregation
• Portfolio analytics dashboard with multi-asset class view
• Risk analytics with multi-factor exposure, historical scenario analysis, and stress testing
• Solovis Predict for performance and liquidity forecasting
• Custom report writing tools for internal and external stakeholders
• Drag-and-drop portfolio modelling with real-time recalculation
• Transaction and audit record management
• Asset allocation and forecasting tools
• Single source of truth across public and private asset classes

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, CIO / Investment Office.