Public Sector – Financial Planning Software – Gain Speed & Accuracy

Solutions Builder Analytics for Public Sector

Investment analytics for government entities, pensions & foundations

Improve the accuracy and consistency of your investment data across all systems and participants in your investment process.

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Platform Features

Empower your team with public sector investment accounting.

Public pensions, state and local governments, as well as endowments and foundations choose Solutions Builder for their investment accounting and reporting. Solutions Builder reduces your risk and improves processes through our automated data process.

Automated Data Reconciliation

Smart investment teams diversify across asset types, bases, and global markets. Solutions Builder is uniquely positioned to capture your data daily while providing highly accurate data validation.

Bring Transparency to your Investments

Daily reconciled portfolio data enables your team to have the information you need to make complex decisions for budget meetings, public hearings, or sudden market events.

Customizable Reporting and Dashboards

Provide out-of-the-box reports that are easy to customize for your team’s needs or drill down to the lot or activity level at a click of a button.

Auto-Generated GASB Disclosures

One of the most challenging year-end reports for the Comprehensive Annual Financial Report, GASB 72, is monitored and compiled within Solutions Builder. Downloading customized GASB 31, 40, and 72 disclosures takes a matter of minutes to complete.

World-Class Customer Support and Training

We strive to be an extension of your team by providing timely, responsive, and dedicated support to ensure your success with our software and your investments.

A Public Sector Friendly Solution

We know that you need a budget-friendly solution that allows your employees to efficiently do their jobs. Solutions Builder offers seamless upgrades, no long-term contract, and unlimited seats to our software.

Want to see more? Explore the platform.

Arkansas Treasurer of State

With Solutions Builder, the Arkansas Treasurer of State has eliminated manual entry associated with daily reconciliation and validation of data. Solutions Builder’s user-friendly dashboards provide accounting and performance metrics at a glance, and Solutions Builder’s customizable reports deliver relevant information to key stakeholders whenever they need it.

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City of Chicago Treasurer's Office

Solutions Builder’s processes made it possible for the City of Chicago Treasurer’s Office to add alternative assets to their portfolio and helped the office increase their revenue by $30 million. All assets on Solutions Builder are automatically reconciled daily, allowing teams to eliminate mundane tasks and increase operational capacity.

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Clerk of the Circuit Court and Comptroller of Palm Beach County's Office

Learn how the Clerk of the Circuit Court & Comptroller of Palm Beach County’s Office took a proactive approach to eliminate burdensome GASB reporting, improve their month-end close process, and perform mark-to-market adjustments daily using Solutions Builder.

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Arlington County

Governments like Arlington County use Solutions Builder to automate the aggregation, reconciliation, and reporting of assets under management for both public and private investments. This streamlines accounting and reporting processes, as well as increase accuracy and timeliness.

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“Solutions Builder worked closely with us to provide a solution for our needs. They solved our pain points around our monthly distribution and provide a solution that handles our alternative assets.

“Solutions Builder’s platform is a no-brainer. The platform facilitated the addition of $30 million in revenue in one year.”

"Solutions Builder contributes to our success in protecting public funds and maintaining liquidity, while also allowing us to provide one of the highest-yields among county portfolios in the US."

“The government sector is not seen as a huge innovator. But with Solutions Builder, the Arlington County Treasurers Office is at the forefront. After six months of using Solutions Builder, I don’t know what we would do without this system.”