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What is Novus?

Harness your potential by initiating with data, as Novus collaborates with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and optimize the information supplied by managers. Alternatively, you have the option to keep control through self-uploading, regardless of how often you wish to do so or the level of transparency you require. With advanced reconciliation technology, Novus guarantees the precision and timely access to vital portfolio data. The platform is skilled at detecting and resolving data inconsistencies, honing portfolio information to cater to your specific preferences. You can categorize, label, and analyze your data using customized tags, while also incorporating alternative data sources such as ESG metrics. Moreover, Novus enables comparisons of public filings from a wide variety of managers, thus delivering profound insights into market behaviors. Explore Novus’ proprietary indices to monitor the most coveted hedge fund stocks, further refining your investment strategies. By utilizing these comprehensive tools, you can deepen your understanding of the investment landscape and make well-informed choices that align with your financial goals. Ultimately, this empowers you to stay ahead in a rapidly evolving market.

What is FundPortal?

To enhance your business and strengthen investor relationships, all it takes is a single platform. Hedge fund managers can take advantage of advanced analytics, efficient file sharing, and effective marketing tools. FundPortal has been tailored specifically for the needs of contemporary fund managers. By integrating FundPortal, you can optimize your operations and impress your clients. This intelligent CRM for hedge funds allows you to identify and effectively manage your clients. Furthermore, a customizable client portal that integrates seamlessly with your website will amplify your marketing strategies. By offering comprehensive analytics that highlight your performance against benchmarks like the S&P 500, you can not only satisfy but also retain your investors. Investing in this platform will ultimately lead to stronger relationships and improved business outcomes.

Media

Media

Integrations Supported

MSIGHTS
Teamstack

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Novus Partners

Date Founded

2007

Company Location

United States

Company Website

www.novus.com

Company Facts

Organization Name

The Edgefolio Group

Date Founded

2013

Company Location

United Kingdom

Company Website

edgefolio.com/managers/

Categories and Features

Financial Risk Management

For Hedge Funds
Liquidity Analysis
Market Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

Investor Reporting
P&L Calculation
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Benchmarking
Fund Management
Portfolio Management
Risk Management

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Reporting
Performance Analysis
Portfolio Analysis

Investment Management

Benchmarking
Client Management
Compliance Reporting
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics

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