---
title: SEI Novus Platform Reviews
meta_title: 'SEI Novus Platform Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how SEI Novus Platform works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# SEI Novus Platform Reviews
**Vendor:** Novus Partners  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)
## About SEI Novus Platform
SEI Novus is a portfolio intelligence platform where asset owners and asset managers ​interact​ with their investments​ and with each other. Investors can access best-in-class solutions to enrich and manage their data, extract actionable investment insights, and improve stakeholder communication via visualization and automation. All investment types—liquid and illiquid—are supported. Accessibility to sophisticated portfolio management, aggregation, and analytics is unmatched. Communication between stakeholders is made seamless. With simple data workflows and newfound data-driven insights, clients have the utmost confidence in their investment decisions. More than a decade ago, SEI Novus invented the art of portfolio intelligence and now supports clients with a total AUM over $4 trillion from 4 offices around the world. With SEI Novus, investors succeed.






- [View SEI Novus Platform pricing details and edition comparison](https://www.g2.com/products/sei-novus-platform/reviews?open_modal_url=%2Fproducts%2Fsei-novus-platform%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fsei-novus-platform%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-08+04%3A11%3A58+-0500&secure%5Bsession_id%5D=b4e6222b-3815-4913-874e-8c251e4d6017&secure%5Btoken%5D=671c977a262adffb428b63dc682a7e2405d15d30540aefbc52f1f6b6c8b298b4&format=llm_user)

## SEI Novus Platform Features
**Financial Information**
- Data Visualization
- Document Search

**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Data**
- Visualization

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Platform Content**
- Automation
- Content Library

**Platform Interoperability**
- Pre-Built Connectors

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Platform Data**
- Visualization

**Platform Additional Functionality**
- Activity Dashboard
- Multi-Factor Analysis
- Cloud
- Risk Analysis
- Modified Dietz Analysis
- Portfolio Analysis
- Liquidity Analysis
- Rate of Return Analysis

**Platform Interoperability**
- API

**Platform Basics**
- Reporting
- Financial Risk Reporting

**Platform Basics**
- Mobility
- Interoperability

**Platform Performance**
- Reporting

**Agentic AI - Financial Risk Management**
- Natural Language Interaction

**Agentic AI - Financial Research**
- Multi-step Planning

**Additional Functionality**
- Stress Tests
- LME
- Controls Audit
- Counterparty Risks
- Income & Balance Sheet
- Risk Assessment
- Market Risk Management
- Debt Management
- Interest Rate Risks
- Loan Portfolio Management
- BSA Compliance
- Business Process Control
- NYBOT
- Scenario Planning
- Foreign Exchange Risks
- OTC
- Generative AI
- For Hedge Funds
- Credit Risk Management
- Derivative Valuation
- ACH Payment Processing
- Reporting & Statistics
- AIMR Compliance
- NYMEX
- Compliance Management
- Reporting/Analytics
- Operational Risk Management
- GLBA Management
- Enterprise Risk Management
- Data Management
- Portfolio Management
- Trade Tracking
- API
- FACTA Red Flags
- AI Copilot
- Fraud Detection
- Audit Trail
- Portfolio Modeling
- Performance Metrics
- Hierarchy Management
- Limit Control
- CBOT
- Vendor Management

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top SEI Novus Platform Alternatives
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Crunchbase](https://www.g2.com/products/crunchbase/reviews) - 4.4/5.0 (403 reviews)
  - [AlphaSense](https://www.g2.com/products/alphasense/reviews) - 4.6/5.0 (331 reviews)