Solutions Builder Analytics for Insurers

A comprehensive insurance investment solution

Aggregate, enrich, and report on your complex global investments while managing diverse reporting requirements including NAIC, IFRS, Solvency II, and global GAAP standards.

Visit our NAIC Hub for recent statements and get help with regulatory reporting.

Platform Features

Fuel Your Investment and Accounting Teams

Insurance companies of all sizes choose Solutions Builder to support their investment accounting, reconciliation, analytics, and reporting — spanning complex asset classes, global currencies, varying accounting regimes, multiple portfolio types, and external managers.

Data Aggregation and Reconcillation

Solutions Builder is uniquely positioned to aggregate data from custodians, indices, and your internal systems while providing highly accurate data reconciliation and accounting.

Scale Your Investments Confidently

Sophisticated insurance investment teams manage risk by diversifying assets and strategies. Solutions Builder provides the transparency needed to ensure compliance with regulations, understand performance, and accurately see the portfolio exposure.

Highly Flexible Reporting and Dashboards

Let us do the work so you don’t have to. Solutions Builder proactively adapts our regulatory reporting in accordance with changing guidance from the NAIC, FASB, SEC, EIOPA, BMA, IASB, and more.

Focus on Strategy Instead of Operations

Let Solutions Builder do the heavy lifting, managing your data, reports, and accounting so you can focus on generating insights, realizing gains, and reducing risk.

Unparalleled Customer Support and Training

Dedicated teams serve as an extension of your investment operations by providing unlimited and timely support while simultaneously helping you unlock the full power of Solutions Builder’s features.

Want to see more? Explore the platform.

DELPHI

Solutions Builder has successfully automated Delphi’s data feeds and created an integration with Delphi’s risk analytics system. The Solutions Builder system now performs the leg work for inbound and outbound data feeds. Eliminating the amount of manual work with an automated process has allowed the Delphi team to focus on more meaningful work.

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CATALINA

Solutions Builder’s daily reconciliation and flexible reporting in multiple accounting bases enables Catalina to get the data they need to standardize their investment accounting for new acquisitions. Catalina leverages their client services team to provide unlimited support and industry updates on Solvency II reporting, BMA requirements, and more for full multinational regulatory support.

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Chesapeake

Solutions Builder’s custom reporting functionality streamlines Chesapeake’s board reporting and general ledger process for a significant time-savings across the team. And with Solutions Builder’s seamless adaptability, Chesapeake can confidently incorporate complex investment initiatives.

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STARR

With Solutions Builder, STARR Companies can seamlessly monitor compliance, both internally and against global regulations. Daily automated reconciliation helps STARR track market changes across their intricate portfolio and analyze performance in real-time. The organization can easily add new users throughout their worldwide offices, with unlimited training and support at no additional cost.

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“Solutions Builder has transformed the way we do business. A majority of the higher-risk, manual touchpoints have been automated away, with appropriate data validation checks to ensure a high-quality end product."

"We acquire firms worldwide, all of them utilizing diverse systems and processes for investment accounting and reporting. We rely on Solutions Builder to standardize this process in a way that is scalable."

"Solutions Builder delivers the partnership we were looking for. We had high expectations of Solutions Builder because of their reputation as an industry leader. From implementation onwards they’ve exceeded our expectations, especially with their forward-thinking dedication to the insurance industry."

“Solutions Builder's industry knowledge and impressive technology gave us the confidence in not only their solution, but also their commitment to supporting our business today and well into the future."

Report

Insurance Investment Outsourcing Report

Featured are investment strategies for insurers, profiles of clients served, and insurance AUM in specific strategies.

Article

NAIC May Meeting Update: Statutory Accounting Principles Working Group

The Statutory Accounting Principles Working Group of the NAIC held a meeting on May 20, 2021.

Guidebook

eGuide: How to Fully Prepare for CECL

Solutions Builder developed an eGuide to help you and your organization manage this important regulatory change.

Brochure

5 Reasons to Modernize Your Investment Accounting and Reporting

Insurers trust Solutions Builder to provide investment accounting, reporting and complete portfolio information.

Article

Impairments: Data-Driven Analysis of Recent Investor Activities

We will explore investors’ approach to impairment, using trends and data from the Solutions Builder solution.