About The Novus Platform
The Novus Platform is a comprehensive portfolio analytics and reporting software from SEI Novus designed for institutional investors. It combines industry-leading performance attribution, risk management, and reporting to provide total portfolio insights. The platform serves both managers and allocators, allowing investment teams to change their workflows and make informed decisions based on real-time data. With reliable analytics, users can gain a deeper understanding of their portfolio performance and associated risks. Key capabilities: performance attribution risk management reporting suite real-time analytics user-friendly interface Best for: institutional investors that need in-depth portfolio analysis and effective reporting tools.
The Novus Platform from SEI Novus is an exceptionally powerful, institutional-grade portfolio intelligence and analytics system designed to serve allocators, asset managers, family offices, and sovereign wealth funds, providing a unified solution for managing performance, risk, and exposure across complex investment portfolios. Its core strength lies in its ability to ingest, validate, and normalize data from multiple sources, whether custodians, administrators, or self-uploaded, producing a clean, historical, and accurate view of holdings, positions, P&L, and transactions. This centralized data architecture allows users to perform advanced performance analytics, including both traditional attribution methods such as Brinson and proprietary frameworks that help decompose returns and quantify value added at multiple decision-making levels. On the risk side, Novus offers comprehensive tools, including security- and portfolio-level Value-at-Risk (VaR) calculations, custom factor modeling, stress testing, and contribution metrics, giving risk managers deep insights into the sources of risk and potential vulnerabilities.
Pros & Cons
- +Highly sophisticated analytics provide deep insight into risk, return, and portfolio behavior.
- +Strong data infrastructure centralizes and normalizes data from multiple sources, reducing manual work.
- +Flexible reporting improves communication with stakeholders.
- +Simulation tools allow modeling of different scenarios, aiding planning and decision-making.
- +Secure collaboration and alerting keep teams aligned and reactive to portfolio changes.
- −Requires detailed, high-quality data to fully leverage analytics, which may need effort to integrate.
- −Steep learning curve for teams not accustomed to advanced portfolio-intelligence tools.
- −Advanced simulation or factor-modeling features may require specialized understanding.
- −As a cloud-based platform, it relies on internet connectivity and data-provider integrations.
Features
Key features
- Deep Analytics
- Provides rich performance, risk, and attribution analytics at the portfolio, fund, and position levels.
- Aggregation & Look-Through
- Lets users roll up exposures, returns, and risk across underlying holdings and multiple investment layers.
- Data Management & Validation
- Ingests data from multiple sources, reconciles, validates, and cleans it.
- Custom Reporting & Dashboarding
- Highly flexible reporting engine with custom charts, tables, and branded dashboards for internal or external stakeholders.
- Simulation & What-If Scenarios
- Supports modeling different allocation strategies, future cash flows, back-testing, and what-if simulations.
Additional features
- Attribution Frameworks
- Includes traditional attribution (Brinson, alpha/beta) and a proprietary framework to understand behavioral impacts.
- Risk Analytics
- Offers VaR, stress testing, and factor-sensitivity analytics at both portfolio and security level.
- Exposure Analytics
- Maps exposures using manager-provided data, customizable factors, and proprietary models.
- Data Enrichment
- Lets you tag data, combine with alternative datasets (e.g., ESG), and standardize across sources.
- Collaboration & Alerts
- Allows team permissions and logic-based notifications when key portfolio metrics change.
- Web-based Visualization
- Dynamic tables and charts with customizable dimensions, aggregation, and frequency.
- Simulation Engines
- Back-testing, hypothetical portfolio building, and scenario planning directly in the platform.
- Data Quality Controls
- Built-in checks and reconciliation to ensure data integrity over time.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About The Novus Platform
The Novus Platform is a comprehensive portfolio analytics and reporting software from SEI Novus designed for institutional investors. It combines industry-leading performance attribution, risk management, and reporting to provide total portfolio insights. The platform serves both managers and allocators, allowing investment teams to change their workflows and make informed decisions based on real-time data. With reliable analytics, users can gain a deeper understanding of their portfolio performance and associated risks. Key capabilities: performance attribution risk management reporting suite real-time analytics user-friendly interface Best for: institutional investors that need in-depth portfolio analysis and effective reporting tools.
The Novus Platform Details
The Novus Platform's In-App Market Place
Does The Novus Platform have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), HKD (HK$), NZD (NZ$)
Pros & Cons
- Highly sophisticated analytics provide deep insight into risk, return, and portfolio behavior.
- Strong data infrastructure centralizes and normalizes data from multiple sources, reducing manual work.
- Flexible reporting improves communication with stakeholders.
- Simulation tools allow modeling of different scenarios, aiding planning and decision-making.
- Secure collaboration and alerting keep teams aligned and reactive to portfolio changes.
- Requires detailed, high-quality data to fully leverage analytics, which may need effort to integrate.
- Steep learning curve for teams not accustomed to advanced portfolio-intelligence tools.
- Advanced simulation or factor-modeling features may require specialized understanding.
- As a cloud-based platform, it relies on internet connectivity and data-provider integrations.
The Novus Platform's Support Options
Email Address
info@novus.comContact
+1 610-676-1000The Novus Platform's Alternatives
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