The Novus Platform

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The Novus Platform Evaluation Snapshot

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User RatingNot rated yet
Starting PriceFlat Rate
Free TrialAvailable
Free VersionYes
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
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Product Overview

The Novus Platform Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About The Novus Platform

The Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, performance analytics, risk assessment, and automated reporting, enabling advisors to deliver personalized and data-driven investment strategies. The Novus Platform integrates seamlessly with various financial data sources and CRM systems, providing a unified view of client information and investment activities. Its user-friendly interface allows for easy customization of dashboards and reports, ensuring that advisors can present clear and actionable insights to their clients. Additionally, the platform supports regulatory compliance and data security, safeguarding sensitive financial information and ensuring adherence to industry standards. By enhancing operational efficiency and enabling informed decision-making, The Novus Platform helps investment professionals optimize portfolio performance, improve client satisfaction, and drive business growth.
Company SEI Novus
Founded 2007
Headquarters United States
Employees NA

Support

24x7 Support Chat

Training

In-person Live Online Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Financial Services Investment Management
Category-Based Capabilities

The Novus Platform Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Financial Risk Management Software 12 selected features Open category ↗
Liquidity Analysis Market Risk Management Risk Analysis Reporting/Analytics Operational Risk Management Portfolio Management Portfolio Modeling For Hedge Funds Compliance Management Credit Risk Management Loan Portfolio Management Stress Tests
Hedge Fund Software 9 selected features Open category ↗
Risk Assessment Document Management Investor Reporting Portfolio Analysis Compliance Management Performance Metrics Monitoring Contact Management Profit/Loss Statement
Investment Management Software 19 selected features Open category ↗
Accounting Alerts/Notifications Financial Analysis Visual Analytics For Investors & Traders For Investment Advisors Risk Management Modeling & Simulation Portfolio Management Performance Metrics Compliance Tracking Bonds/Stocks Mobile Access Commodity Futures Portfolio Rebalancing Fund Management Client Portal Benchmarking Client Management
Pricing Information

The Novus Platform Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial Available
Free Version Yes
Payment Frequency Annual Subscription
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Frequently Asked Questions

The Novus Platform FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

The Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, performance analytics, risk assessment, and automated reporting, enabling advisors to deliver personalized and data-driven investment strategies. The Novus Platform integrates seamlessly with various financial data sources and CRM systems, providing a unified view of client information and investment activities. Its user-friendly interface allows for easy customization of dashboards and reports, ensuring that advisors can present clear and actionable insights to their clients. Additionally, the platform supports regulatory compliance and data security, safeguarding sensitive financial information and ensuring adherence to industry standards. By enhancing operational efficiency and enabling informed decision-making, The Novus Platform helps investment professionals optimize portfolio performance, improve client satisfaction, and drive business growth.

  • Yes, The Novus Platform offers a free version.

  • Yes, The Novus Platform offers a free trial.

  • No, Credit Card details are not required for the The Novus Platform trial.

  • The Novus Platform supports the following payment frequencies:

    • Annual Subscription

  • No, The Novus Platform does not offer an API.

  • The Novus Platform offers support with the following options:
    • 24x7 Support , Chat

  • The Novus Platform offers training with the following options:
    • In-person , Live Online , Documentation

  • The Novus Platform supports the following languages:
    • English

  • Following are the typical users of the The Novus Platform:
    • Self-Employed , Small-Business , Midsize-Business

  • The Novus Platform supports the following deployment:
    • Cloud Hosted

  • The Novus Platform supports the following devices and operating systems:
    • Web-Based
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