List of Nasdaq Solovis Customers
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Since 2010, our global team of researchers has been studying Nasdaq Solovis customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Nasdaq Solovis for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Nasdaq Solovis for Portfolio and Investment Management include: University Of California, a United States based Education organisation with 266200 employees and revenues of $53.60 billion and many others.
Contact us if you need a completed and verified list of companies using Nasdaq Solovis, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Nasdaq Solovis customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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University Of California | Education | 266200 | $53.6B | United States | NASDAQ | Nasdaq Solovis | Portfolio and Investment Management | 2017 | n/a |
In 2017, University of California implemented Nasdaq Solovis to consolidate multi-asset portfolio data and standardize accounting and reporting. Nasdaq Solovis, deployed as a Portfolio and Investment Management application, was used to build integrated IBOR and ABOR capabilities and to streamline reporting across endowment, pension and other pooled funds managed by UC Investments in California, supporting finance and portfolio management functions.
The implementation centered on a unified portfolio data model and the establishment of synchronized front office and accounting views for IBOR and ABOR, enabling consistent position and cash data across investment workflows. Configurations emphasized consolidated data ingestion, automated reconciliation and a centralized reporting engine to support multi-asset valuation and accounting close processes within the Nasdaq Solovis environment.
Operational coverage included UC Investments teams responsible for endowment, pension and other pooled funds across the University of California system in California, with finance and portfolio management as the primary business functions impacted. The deployment aligned portfolio construction, accounting and reporting workflows to provide a single source of truth for cross-team analysis and fund level reporting.
The technology journey began in early 2017 and completed in a little more than one year, and governance changes focused on strengthening data governance, improving timeliness and enhancing cross-team collaboration as noted in the vendor case study. Nasdaq Solovis is recorded as the platform that consolidated portfolio data and established IBOR/ABOR workflows for UC Investments within the Portfolio and Investment Management category.
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Buyer Intent: Companies Evaluating Nasdaq Solovis
- AZZ, a United States based Manufacturing organization with 3837 Employees
- Clearwater Analytics, a United States based Professional Services company with 1915 Employees
- Evercore, a United States based Banking and Financial Services organization with 2000 Employees
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