20236 Southwest 51 Court Pembroke Pines, Fl

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.


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.


Machine Learning: Perspectives from Solutions Builder Data Science Team 

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


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.