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What is portfolio intelligence?
The Novus Platform seamlessly integrates with your custodian banks, fund administrators, or portfolio management systems.
We ingest, validate, cleanse, correct, and harmonize your data at any frequency, whether daily or monthly.
We then enrich your data with relevant market or alternative data-sets, supplemented by tags you define to view the world as you see it.
Slice and dice your portfolio up and down the ladder, and back and forth across time.
Aggregate and analyze your portfolio along dimensions of attribution, risk, and exposure.
Simulate scenarios and test portfolio ideas, then analyze them as you would your actual portfolio.
Leverage customizable grids and charts to fully control how you present your data.
Share your work and collaborate on any number of reports with your team.
Build brand compliant reports to communicate with stakeholders and tell your story.
Client Assets Under Management
& Assets Under Advisement
Worldwide (North America, Europe, Asia, Africa)
Experience Serving Institutional Investors
Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.