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We’re a portfolio 
platform where asset owners and asset managers interact with their investments and with each other.

What is portfolio intelligence?

Portfolio Analysis Dashboard
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Portfolio Management DashboardPortfolio Aggregation DashboardPortfolio Analysis DashboardPortfolio Reporting Dashboard
"Best Multi-Asset Class Portfolio Management System"
2022 Winner | PAM Awards
Trusted by hundreds of investors worldwide.

SEI Novus drastically simplifies the complexities at our firm. The Novus Platform is notably smooth and easy to navigate, especially compared to cumbersome alternatives. Using the platform, we can communicate our firm’s story and respond to inquiries in real time. The people are incredibly impressive as well—everyone we’ve interacted with has remained responsive and exceptionally capable at every turn.

Paolo Mortarotti
CIO

Tower House Partners

Tasks that used to take us days can be completed in under an hour with The Novus Platform. The system is flexible and very helpful in drawing quick insights. Most importantly, the level of service I personally have received from SEI Novus has been exceptional. Not only does the team work with you during the integration, but they are readily available on an ongoing basis. The SEI Novus team is always ready to help, knowledgeable, and effective.

William Hunt
Research Analyst

Veritable

The Novus Platform provides powerful insights into drivers of performance and helps us to have a deeper dialogue with our portfolio managers. The task of monitoring our portfolios has been made much easier through the flexibility of the system. Additionally, the support we have received, which is crucial to the adoption and success of any platform, has been exceptional.

Laura Baird
Managing Director

Private Advisors

enrich your data

Unlock your true potential, starting with data.

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.

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Extract investment insight

Identify trends and dive deeper with analytics.

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.

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Engage stakeholders

Collaborate across teams and share your results.

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.

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REsources FROM SEI NOVUS
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Learn how SEI Novus can help you.

Our team of world-class client management analysts will introduce you to our product, tailoring the conversation to your specific needs and interests.