# Solovis Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Solovis Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/146253/Solovis

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# 

 Solovis Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Solovis

## What is Solovis?

Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders.

## What is Solovis used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$0.01

Flat Rate, Per Year

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Solovis?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.solovis.com&name=Solovis)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Solovis

0.0

VS.

[4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/)

Starting Price

$0.01

Flat Rate, Per Year

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

3.9 (9)

Value For Money

0.0 (0)

Value For Money

4.0 (6)

Customer Service

0.0 (0)

Customer Service

4.4 (8)

## Solovis alternatives

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/)

[4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/)

Starting price

$17.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/253071/Trade-Ideas/)

[Human Interest](https://www.capterra.com/p/230513/Human-Interest/)

[4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/)

Starting price

$80.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

75%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/230513/Human-Interest/)

Highest Rated

[WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/)

[4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10011153/WOWS/)

[View all alternatives](https://www.capterra.com/p/146253/Solovis/alternatives/)

## FAQs about Solovis

Overview

### What company size and specific industries is Solovis built for?

Solovis is designed for organizations that manage endowments, pensions, multi-family offices, and fund of funds, especially mid-market and enterprise investment teams. It suits firms that need portfolio management support for data collection, benchmarking, and related investment reporting across complex asset pools.

Features and Usability

### What are the key features of Solovis?

Solovis offers portfolio management and forecasting as core features, along with benchmarking, compliance tracking, fee management, and risk management. It also includes investments tracking, fund management, modeling and simulation, performance metrics, and data import and export for analyzing assets such as bonds and stocks, commodity futures, and real estate.

Getting Started and Support

### What training and onboarding options does Solovis offer?

Solovis provides in person training, live online sessions, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote learning, and documentation offers written reference material for self-paced review and setup support.

Getting Started and Support

### What customer support options does Solovis offer?

Solovis provides chat support. No reviewer feedback about support is available in the catalog data, so user experience with response times, helpfulness, or common frustrations cannot be summarized here.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Benchmarking

Compare key metrics for the business against prominent players in the industry

Bonds/Stocks

Purchase and track both bonds and stocks in the portfolio

Commodity Futures

Track and trade contracts to transact in tangible goods at a certain price in the future

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Data Import/Export

Import and export data to and from software applications

Fee Management

Track collected or paid charges for services performed or access granted

Solovis 13 features

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Track and trade contracts to transact in tangible goods at a certain price in the future

Track and report regulatory data to either internal management or external stakeholders

Import and export data to and from software applications

Track collected or paid charges for services performed or access granted

Form predictions based on past and present data/trends

Manage allocation and performance of financial assets

Monitor capital allocation and asset prices over time

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

## Pricing

Free Trial

Basic

$0.01

Flat Rate,Per Year

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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