Case Study: The Wallace Foundation achieves greater portfolio clarity and operational efficiency with Solovis

The Wallace Foundation manages $1.7B in AUM with Solovis

The Wallace Foundation, a philanthropic organization with $1.7B in AUM, faced challenges with fragmented data and limited visibility across its investment portfolio. This lack of accurate and timely information hindered decision-making for its small investment team. To address this, the foundation turned to Solovis for its asset owner solutions.

By implementing Solovis, the Wallace Foundation gained operational efficiency through automated performance reporting and liquidity tracking. The addition of Solovis Analyst Services provided crucial outsourced support for data aggregation and analysis. The solution delivered accurate, insightful reporting and a strong partnership, enabling the team to confidently execute projects and plan for future growth with additional Solovis modules.

The Wallace Foundation