Data enablement for institutional investment offices

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2 MIN READ

SEI Novus℠ Intelligent Document Processing technology digitizes raw data in a timely manner to continually update your portfolio. Our software uses optical character recognition (OCR) to extract and digitize information, then, natural language processing and machine learning properly map and structure the data. With the latest portfolio data at your fingertips, your investment team can extract insights to make more informed investment decisions.

Maintaining a reconciled view of all investments at any given point in time requires a dynamic process sustained by state-of-the-art technology. SEI Novus’ enhanced shadow accounting technology constructs a digital investment book of record that your investment team can edit in a single click using our software.

Transaction data

Use our proprietary data and analytics technology to stay up to date on portfolio data and verify custodian feeds. Confirm, reject, and edit line items in your IBOR across all data sources directly on our software. SEI Novus sets up data feeds with your custodians, banks, and brokers and uses intelligent document processing and alternative investment operation automation to build your investment book of record.

Learn more about our shadow accounting technology

Manager data

Market data

Connect your portfolio with market data automatically through SEI Novus for deep intelligence. Enrich analytics with custom benchmarks and indices, fund data (including 13f regulatory filings), reference data, and alternative data. Tag positions with ESG scores to monitor investments through a sustainability lens.

Activate your existing market data subscriptions, or purchase through SEI Novus.

Complete control over your portfolio data

With SEI Novus you can also:

Upload your own funds or portfolios
Upload custom benchmarks or make blends of benchmarks
Create tags and tagging structures
Model liquidity and cashflow
Stress test risk scenarios
Input performance estimates

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How institutional investors use AI for intelligent document processing

Learn how all the buzzwords (OCR, NLP, ML) can transform your data processing workflows for private investments on our blog.

Read now

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Discover what total visibility into your portfolio can unlock with our flexible analytics and reporting tools.

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