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, Georgia Tech Foundation, a United States based Education organisation with 2000 employees and revenues of $296.0 million, The Wallace Foundation, a United States based Non Profit organisation with 50 employees and revenues of $5.0 million 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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Georgia Tech Foundation | Education | 2000 | $296M | United States | NASDAQ | Nasdaq Solovis | Portfolio and Investment Management | 2019 | n/a |
In 2019, Georgia Tech Foundation began collaborating with Solovis to co-develop and deploy Nasdaq Solovis in the Portfolio and Investment Management category. The program targeted the foundation's risk and portfolio analytics needs, establishing a formal co-development engagement to move risk capability out of manual spreadsheet workflows and into an applications-driven analytics environment.
The implementation delivered a positions-based, bottom-up multi-factor risk analysis capability and a dedicated risk front-end, with Nasdaq Solovis serving as the core application. Functional modules implemented included positions-level data ingestion, multi-factor risk modeling, integrated portfolio analytics, and on-demand risk dashboards and reporting automation that replaced spreadsheet-based processes.
Integrations focused on tying the Nasdaq Solovis risk front-end into the foundation's portfolio analytics fabric, enabling unified views of positions and risk exposures for the risk and finance teams in the United States. The relationship began in 2019 and the risk front-end was completed in fall 2020, at which point the platform supported on-demand risk monitoring and a weekly reporting cadence that was used throughout the COVID-19 period.
Governance and process transformation emphasized shifting to positions-centric workflows and embedding the new risk reporting rhythm into risk and finance operations. Completion of the Nasdaq Solovis risk front-end enabled real time access to bottom-up multi-factor analytics and supported improved risk insight and portfolio management as reported by the organization.
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The Wallace Foundation | Non Profit | 50 | $5M | United States | NASDAQ | Nasdaq Solovis | Portfolio and Investment Management | 2021 | n/a |
In 2021, The Wallace Foundation implemented Nasdaq Solovis for performance reporting, liquidity tracking and to leverage Solovis Analyst Services to centralize portfolio data and automate reporting. Nasdaq Solovis is a Portfolio and Investment Management application used to consolidate investment performance, liquidity positions and portfolio-level reporting for the foundation.
The implementation concentrated on centralizing portfolio data and deploying reporting automation, with configuration emphasizing performance measurement modules, liquidity tracking capabilities and scheduled monthly reporting workflows. Solovis Analyst Services was used to operationalize analyst outputs and to automate recurring report generation, aligning data models and reporting templates with finance and operations needs.
The rollout followed the hiring of an operations lead in early 2021 who assumed governance of operational ownership, established a monthly reporting cadence and directed workflow standardization across finance and operations in the United States. The deployment streamlined monthly reporting and liquidity analysis, boosting operational efficiency and reporting accuracy.
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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
- Evercore, a United States based Banking and Financial Services company with 2000 Employees
- Disciplina Advisors, a United States based Professional Services organization with 10 Employees
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