Data enablement for institutional investment offices
Manage your investment book of record (IBOR) in real time. Organize and enrich your IBOR to lay the groundwork for advanced analytics.
Data enablement for institutional investment offices
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.
Portfolio data
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
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.
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Managed data servicesWork with SEI’s experienced team of efforts to optimize your back and middle office operating structure.
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Portfolio analyticsDiscover what total visibility into your portfolio can unlock with our flexible analytics and reporting tools.