Get started visualizing your data and telling your story with dozens of customizable chart templates for a compelling representation of the key insights unique to your portfolio.
With over a thousand customizable permutations of tables and charts, all automatically updated and shared, say goodbye to archaic spreadsheets and static reports sent as attachments.
Upload your logo, color palette, and apply your style guidelines to transform the Novus analytical powerhouse into your own custom data management system and reporting engine.
Stay on top of your portfolio and underlying data by setting logic-based alerts to notify you as soon as any significant changes occur in your investments, or at any frequency that suits your team’s processes.
Collaborate with your team across the entirety of the Novus product. No need to duplicate files or worry about version control—simply add collaborators with Edit or View Only access.
Evaluate what would have happened under different allocation strategies, plan target exposures, and model future cash flows while in full control of portfolio data and modeling assumptions.
Use Novus technology to enhance holdings with P&L information, create and analyze hypothetical portfolios from scratch or alter existing portfolios with fully customizable logic.
Compare funds, portfolios, and benchmarks with Portfolio Comparison.
Visually emphasize key insights with Heatmaps.
Collaborate with your team on any report.