Name: The Novus Platform
Author: SEI Novus

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Priority Matrix

Appfluence

eMeetingsOnline

ReportsNow

Crowdtap

FastPIPE

FastEST, Inc.

AspenOne Supply Chain Management

Aspen Technology

Azurepath

Azurepath, LLC.

Document Locator

ColumbiaSoft

Screenful

Screenful Oy

Aras PLM

Aras Corporation

The Novus Platform, developed by SEI Novus, is a portfolio intelligence and analytics solution that aims to provide institutional investors with data-driven insights to support their investment decision-making process. According to the vendor, the Novus Platform is tailored for large institutional investors and money managers and is used by professionals in various industries, including investment professionals, analytics teams, operations personnel, committees & boards, asset owners, asset managers, endowments & foundations, sovereign wealth funds, and pension funds.

## Key Features

**Data Enrichment**: According to the vendor, the Novus Platform seamlessly integrates with various data sources to validate, cleanse, and harmonize portfolio data. It also offers the ability to enrich data with relevant market or alternative data sets and user-defined tags for a customized view of the investment landscape.

**Investment Insight Extraction**: The Novus Platform allows users to analyze their portfolios in-depth by slicing and dicing data along dimensions of attribution, risk, and exposure. The platform provides the ability to aggregate and analyze portfolios, simulate scenarios, and test portfolio ideas. Users can analyze simulated portfolios as if they were their actual portfolios, according to the vendor.

**Stakeholder Engagement**: The Novus Platform offers customizable grids and charts to present data in a visually appealing manner. Users can share their work and collaborate on reports with their team. Brand compliant reports can be created to effectively communicate with stakeholders and convey the story of the portfolio, according to the vendor.

**Manager Transparency**: Users can extract and process manager updates and communications to generate exposure- or position-level reports. The platform allows for investigating aggregate exposures such as sector, country, and liquidity, and analyzing their drivers. Look-through analyses can be enabled to gain insights into underlying positions, according to the vendor.

**Private Market Data Management**: The Novus Platform provides tools for automating private market data processes, including Intelligent Document Processing for digitizing and processing PDFs. Portfolio management for private investments allows for review of multiples and IRRs, cash flow forecasting, liquidity analysis, and exposure management. Users can access rich information on portfolio companies, including valuations and meta data, according to the vendor.

**Shadow Accounting**: The Ledger tool within SEI Novus modernizes shadow accounting technology, enabling the reconciliation and rectification of contradictory or delayed information. Users can establish connectivity with custodians and managers to aggregate raw portfolio data and reconcile records. Accurate portfolio data allows for timely analyses and performance projections, according to the vendor.

**Analytics and Attribution**: The Novus Framework measures the value added by each degree of freedom used in the investment process. The platform powers attribution analysis along traditional industry methodologies, including Brinson and Alpha/Beta decomposition of returns. Risk metrics such as Value-at-Risk can be estimated, aggregated, and validated at the security and portfolio levels. Factor modeling and stress tests provide insights into factor sensitivity, exposure, and contribution, according to the vendor.

**Visualization and Reporting**: The Novus Platform offers flexible visualization options, allowing users to extract, aggregate, filter, and analyze data according to their preferences. Customizable charts and tables can be created to represent key insights unique to the portfolio. Reports can be automated, tailored to specific needs, and scheduled for automatic updates. Users can apply custom branding to the platform, including logos, color palettes, and style guidelines, according to the vendor.

**Collaboration and Simulation**: Users can set logic-based alerts to stay informed about portfolio changes. Collaboration features enable seamless teamwork within the Novus platform. What-if analysis allows users to evaluate the impact of different scenarios on their portfolio. Back-testing engines and simulation tools enable the creation and analysis of hypothetical portfolios, according to the vendor.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

Nitrogen Growth Platform

The Novus Platform

Investment Portfolio Management

SEI Novus

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

The Novus Platform

Overview

What is The Novus Platform?