20236 Southwest 51 Court Pembroke Pines, Fl

Solutions Builder Analytics for ALL Asset Managers

Client reporting and portfolio analytics to help tell your firm’s story

Superior data management, accounting book of record, client reporting, composites (GIPS®), performance, compliance, billing, and more for asset managers including institutional, private wealth, family offices, alternatives, hedge funds, and more.

Platform Features

Empower your Firm

Asset managers choose Solutions Builder Analytics to provide a state-of-the art digital client experience. Our 100% SaaS solution gets you out of manual spreadsheets and frees up your investment teams to focus on what they do best: manage assets, drive performance, and provide an exceptional client experience.

Global Data Aggregation and Reconciliation

Aggregated data from multiple trading platforms provide fully reconciled and validated data, daily. Your data is available to both your firm and your clients in an always-on and accessible platform.

Asset Management Reporting and Client Portal

Our reporting is easily customizable and intuitive. Reports you need can be saved and shared at the click of a button and pinned to dashboards for easy access. We also offer a client portal and tailored client review books.

Seamlessly Integrate Multiple Systems

Solutions Builder can easily integrate with other systems you rely on, including risk and analytical systems, order management systems, and IBOR. This provides you with a comprehensive view of all your systems and data.

Superior Asset Management Reporting

Enhance your client experience with state-of-the-art reporting, a self-service portal for ad-hoc report requests, and the transparency your clients ask for to view their investments.

Unlimited Customer Support

We strive to be an extension of your team by providing responsive, consistent, and effective support. We believe it’s our responsibility to earn your business every day by providing the highest-quality support and training with no long-term contract.

Built for Asset Managers

Comprehensive multi-asset class coverage and capabilities specific to your client base, including regulatory reporting, ESG, global accounting standards, and multi-currency. We provide asset managers a path to grow their revenue at an accelerated rate.

Want to see more? Explore the platform.



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This material is for information purposes only. Solutions Builder makes no warranties, express or implied, in this summary. All technologies described herein are registered trademarks of their respective owners in the United States and/or other countries.