Nasdaq for Family Offices
Nasdaq for Family Offices helps offices modernise their workstreams through software solutions that provide unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.
Selecting the best asset managers
Across all asset classes selecting the right asset managers for your portfolio has never been more challenging. In a crowded market, what differentiates one portfolio team from another is how they deliver value. Their thought process and their ability to remain disciplined with regard to an investment thesis are key. Multi-dimensional analysis — quantitative and qualitative — is imperative to identifying managers aligned with your portfolio objectives.
As family offices turn more actively to private markets funds, access to the right data and intelligence is crucial for making informed investment decisions. The Nasdaq eVestment™ platform supports this decision-making with deep and contextual data on private fund managers, from fund performance to peer comparisons. A proprietary forward calendar also supports future due diligence and allocation planning.
Portfolio Insights
Complex assets do not require complex solutions. Solovis can handle even the most illiquid and esoteric assets and deliver a simple, digestible multi-asset portfolio view.
Designed for the unique demands of multi-asset class portfolio management, Nasdaq Solovis puts everything in a single platform, empowering you to analyse your assets from all angles. Offering a holistic view of your multi-asset class portfolio with robust analytics and reporting tools, that also supports administrative oversight of transactions, audit records, and activities.
Through its technology, Nasdaq Solovis provides family offices with the same analytical output of large institutional investors with less demand on human capital and at a fraction of the cost.
Have a question regarding Nasdaq for Family Offices?
Contact Nasdaq for Family Offices directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Nasdaq apart?
"Whether your biggest priorities lie in identifying the best managers that fit your investment criteria or gaining a holistic view of your multi-asset portfolio, the modular yet connected platforms within the Nasdaq for Family Offices ecosystem can help you."
Chris Govekar
Product
Get an overview of what this software does.
Main tasks
- Consolidated reporting
- Portfolio management
- Risk management
- Impact/ESG reporting
Top features
- Data aggregation and management
- Manager due diligence
- Multi-asset class Portfolio analytics
- Modelling future outcomes
- Keeping shareholders informed
- Focusing team resources
- Centralized document management
Assets supported
- Bankable assets
- Private equity
- Real estate
Compliance
- GPDR
Type Of Software
- Serviced software
- SAAS
Integrations
- Several integrations are provided. Reach out if you are interested in learning about our integrations.
Mobile App
- No
Type of data
- Holding level
Custodians
- 2
Multi-currency
- Users can set multiple base currencies
Cost structure
- Custom for your needs
Average cost p.a.
- Contact us if you would like information about pricing
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 500+
Founded
- 1971
Ownership
- Owned by a larger corporation
Incorporated
- United States of America
Locations
- New York
- Atlanta
- Dallas
- London
- Edinburgh
- Tacoma
- Hong Kong
- Charlottesville
- Sydney
Focus
- Pensions
- Foundations
- Endowments
- Family Offices
- OCIOs
- Financial Advisors
- Sovereign Wealth
- Funds
- Superannuations
- Insurers
Serves also
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- Fund managers
- Banks
Number of clients:
- 1000+
Upon request
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What clients say about Nasdaq?
“The second I saw a drag-and-drop recalculation of an entire investment world with total asset class reclassifications and shifts, I knew that Nasdaq Solovis was not the status quo.”
Arthur Guimaraes, COO, UC Investments
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
Free support
Based on SLA
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