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
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.
Article
Build vs. Buy: Thoughts from an Asset Management CTO
Now, more than ever, managers need to find leverage wherever they can to deliver cost-effective business solutions and technology.
Report
Insurance Investment Outsourcing Report 2021 Edition
We feature investment strategies for insurers, profile of clients served, and insurance AUM in specific strategies.
Whitepaper
ESG Reporting – Are you Ready for the Revolution?
This whitepaper provides insights on the rise of interest in ESG investing and the challenges it presents.
Investment Accounting for Institutional Investors
Investment Compliance Monitoring
Investment Accounting-as-a-Service
International Financial Reporting Standards (IFRS)
National Association of Insurance Commissioners (NAIC)
Solvency II Regulatory Guidance
Financial Accounting Standards Board (FASB)
Governmental Accounting Standards Board (GASB)
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Suite 900
Boise, ID 83702
Phone: 1-208-433-1200
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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.
