Nasdaq for Family Offices

Nasdaq for Family Offices helps offices modernise their workstreams through 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 needs has never been more challenging. In a crowded market, what differentiates one portfolio team 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 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 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 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, Solovis puts everything in a single platform, empowering you to analyse your assets from all angles. Solovis offers you a holistic view of your multi-asset class portfolio with robust analytics and reporting tools, that also support administrative oversight of transactions, audit records, and activities.

Through its technology, 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.

Lead Generation - Service Providers

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Lead Generation - Simple Solutions

How it works:

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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."
Shar Kassam


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


  • GPDR

Type Of Software

  • Serviced software
  • SAAS


  • Several integrations are provided. Reach out if you are interested in learning about our integrations.

Mobile App

  • No

Type of data

  • Holding level


  • 2


  • 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.


  • 500+


  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney
  • Jersey City


  • 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

Request References

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 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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