Solutions Builder Analytics for Corporations

Corporate investment analytics and reporting

Manage, measure, and analyze your diverse investments with Solutions Builder’s aggregated, accurate, and always-on solution.

Platform Features

Empower your corporate investment team.

Hundreds of corporations choose Solutions Builder for their investment accounting and reporting needs. Solutions Builder has become the industry standard – whether you have just gone public or have billions in assets under management – by understanding what drives corporate portfolios.

Automated Data Aggregation

Solutions Builder builds and maintains hundreds of connections to investment managers, custodians, brokers, and data vendors. This provides a centralized system for back-office and security master data.

Data Validation and Reconciliation

Solutions Builder reconciles cash, positions, and transactions daily between various sources. Solutions Builder has teams dedicated to enriching and standardizing security master data for a myriad of asset classes, including accounting and performance verifications.

World-Class Data Delivery and Reporting

View any report or dashboard in just two clicks. Provide out-of-the-box reports that are easy to customize for your team’s needs or drill down into in-depth portfolio analysis.

Leverage an Appreciating Asset

Let Solutions Builder do the heavy lifting. We manage your data, reporting, and accounting while seamlessly updating our system with no disruption in service – allowing you to focus on realizing gains and reducing risk.

Unparalleled Customer Support and Training

Our dedicated servicing team provides direct access to industry experts and offers unlimited training and support.

Scale Your Investments Confidently

Expand and distribute your investments across new financial institutions, asset classes, and global markets while maintaining lean treasury and investment operations teams.

Want to see more? Explore the platform.

ATARA BIO

Atara Bio struggled with disparate data, an inability to compare managers, and the need to file SEC disclosures efficiently after going public. With Solutions Builder’s automated, scalable, and flexible reporting, Atara now has a singular, transparent view into all their accounts, allowing them to focus on new growth opportunities.

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MAJOR AIRLINE

As a market leader, this major airline places high importance on using the most efficient technology across their organization. This treasury team has reduced the time spent creating board reports by 90% and benefits from automated data aggregation, reconciliation, and reporting across their investment data.

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INTUITIVE

With Solutions Builder Analytics, Intuitive Surgical can view high-level snapshots of their portfolio as well as detailed reports that provide an in-depth view of portfolio holdings. This has enabled simplified accounting entry uploads into their ERP and automated SEC disclosure reporting.

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GARMIN

Garmin has portfolios distributed across multiple investment managers, and their manual reporting processes made evaluating the various managers’ returns and performance difficult. Solutions Builder’s customizable reports and dashboards provide Garmin with clear metrics to analyze their managers’ performance.

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"Consolidating with Solutions Builder allows us to see all our portfolio holdings in one view and compare managers and strategies in ways we couldn't before."

"We’ve received overpayments from SMA’s in the past and have been able to identify them quicker than the lender thanks to Solutions Builder.”

"Solutions Builder’s expertise has alleviated the majority of the burden at month-end and enabled us to automate many of our processes. Solutions Builder has been extremely helpful with speeding everything up for us."

“We love Solutions Builder for the simplification it provides. We have the ability to know in real-time what our holdings and their market values are."

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What You Really Need to Know Before Moving into SMAs

There are few things to consider before hiring an investment manager and moving into separate managed accounts.

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Dr. Kaitlyn Coil discusses machine learning, its importance, and how Solutions Builder is making the most of it.

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Impairments: Data-Driven Analysis of Recent Investor Activities

We will explore investor’s approach to impairment, using trends and data form the Solutions Builder solution.