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Solutions Builder Delivers:
Tangible AUM Growth
Solutions Builder Delivers:
Easy Investment Onboarding
Solutions Builder Delivers:
Streamlined Tax & Reg Reporting
Solutions Builder Delivers:
Simplified Global Accounting
Solutions Builder Delivers:
Daily Investment Operations
"We have been extremely impressed with Solutions Builder's technology."
J.P. Morgan
"We've been tremendously impressed. We truly view Solutions Builder as an extension of our team."
Asset Preservation Advisors, Inc.
"Now we can focus on investment results and value added decision making."
Transamerica
"The Solutions Builder platform reconciles our investment positions every day."
Venerable

Unlock Data-Driven Growth

We do this by aggregating, reconciling, and reporting on all of your assets with the one and only true SaaS-based investment accounting solution. The result: Growth enablement!

Turn your investment operations team into a growth enabler.

Solutions Builder aggregates, reconciles, and reports on more than $5.9 trillion in assets across thousands of accounts, asset classes, currencies, and regulatory bodies daily. Offering the first and only SaaS-based investment accounting and analytics solution enables Solutions Builder to turn the investment accounting team into a growth machine. The result: radically simplified reporting and fast, confident action that drives higher returns.

 

Investment Accounting Software Trusted by More Than 1,000 Organizations

Solutions Builder delivers daily, accurate, comprehensive, and customizable reports, powering your accounting close, risk, compliance and tax operations. We do all the hard work so you don’t have to.

 

Automated

Reduce manual workload, close the books sooner, and allocate more time to meaningful analysis using daily aggregated and reconciled data.

Comprehensive

Report on a wide array of asset classes, in multiple accounting bases, across currencies, all in one view.

Accurate

Grow your investments with confident fact based decisions, manage risk with daily audit quality data, and integrate new business and investments quickly.

Discover why your peers trust Solutions Builder to support growth in investment operations.

Flexible portfolio views contain all your data in one place.

  • User-friendly dashboards customizable to your accounting needs
  • Drag and drop custom reporting on the fly
  • Share and curate reports with your team and external stakeholders

Why Solutions Builder Analytics?

Investment professional worldwide trust Solutions Builder’s SaaS solution for automated investment accounting, data management, and reporting that supports their drive to operational excellence and growth.

 
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Learn why leading organizations trust Solutions Builder Analytics for their investment accounting and analytics platform.