The technology leader in securities-based lending solutions that connect and empower the entire financial ecosystem.
FundNovaSoft delivers next-generation digital lending infrastructure — enabling faster origination, smarter risk management, and deeper client relationships.
Our Solutions
Built for every corner of the financial ecosystem
Whether you're a broker dealer, bank, RIA, or technology provider — FundNovaSoft has a tailored solution designed to accelerate your lending business.
Broker Dealers
A win for your clients. A win for your advisors. A win for your firm.
Whether you have an existing securities-based lending business or want to start from scratch, we have a solution for you. We provide digital wealth management lending software and world-class services that enable access to better liquidity solutions.
- End-to-end digital platform
- Ready funding partner network
- Advisor education & enablement
Banks
Realize opportunities for growth and optimization.
Whether you are looking for new opportunities for lower-risk ways to invest capital, or a means to grow your existing securities-based lending business, we can help.
- Wholesale funding opportunities
- Modernized technology infrastructure
- Accelerated operational efficiency
RIAs
Be more than an investment advisor. Become a Personal CFO.
We equip advisors with education and tools to deliver more holistic advice about financial wellness, and provide them with a best-in-class customer experience.
- Holistic financial wellness tools
- Best-in-class client experience
- AUM retention & growth
Advisor Technology Providers
The road to offering a securities-based lending program made easier.
Our flexible, cost-effective, and configurable securities-based lending technology significantly streamlines and accelerates the origination process.
- Configurable & modular platform
- Rapid origination process
- Deep client relationships
FundNovaSoft Wealth Management Lending Solutions
Powerful products built for every stage of the lending lifecycle
Digital Lending Software
The Only Fully Automated Digital Lending Solution
Our technology solution includes an all-electronic origination process and robust post-origination life-of-loan service and risk management capabilities.
- All-electronic origination
- Robust risk management
- Digitized customer experience
- Reduced cycle time & cost
Service Bureau
Full-Service & Self-Service Servicing Solutions
Mitigate operational risk and watch your business thrive with our servicing solutions.
- Mitigate operational risk
- Self-service & full-service options
- White-glove treatment
- Focus on your core business
Collateral Management
Real-time monitoring and alerts to stay ahead of collateral calls.
Prism
Advanced analytics and reporting for deeper portfolio insights.
Integrations
Seamlessly connect with custodians, CRMs, and back-office systems.
Why FundNovaSoft
The competitive edge your firm deserves
Every feature built to reduce friction, minimize risk, and maximize results across your lending operations.
Speed
Originate loans faster than ever — and in some cases — in under an hour.*
Scale
Our platform is designed to handle millions of clients without breaking a sweat.
Easy to Use
Say goodbye to the paper-laden loan process with our simple and intuitive interface.
Flexibility
Choose our end-to-end solution or just the modules you need.
More Holistic Advice
A library of resources at your fingertips to help you better serve your clients.
Reduce Operational Risk
Our best-in-class team is on hand to meet your needs and minimize exposure.
Cost Savings
Our all-digital, accelerated process delivers significant cost savings vs. alternatives.
Transparency
Robust risk monitoring enables advisors to get ahead of potential collateral calls.
Increased Conversion Rates
Increase your loan application completion rate thanks to a UX that reduces client drop-off.
Cloud Based for Scalability
Productivity gains enable advisors to cultivate and manage more customers simultaneously.
*Assumes a fully integrated solution.
Integrity. Quality. Innovation.
A platform built for every participant in the financial ecosystem
We connect institutions, advisors, and investors — delivering technology that creates value at every level.
For Institutions
We expand and modernize their platform with technology to offer investors better liquidity solutions, and we enable advisors to deliver more consultative advice.
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For Advisors
We equip them with educational content, tools and training to offer more holistic, goals-based advice about financial wellness, and enable them to build deeper client relationships.
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For Investors
We provide a total balance sheet approach to managing financial wellness and frictionless access to liquidity at favorable terms.
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Get Started Today
Request a Demo
Want to learn more about FundNovaSoft? We want to show you all the steps we take to reduce your risk as part of the most innovative SBLOC solution in the industry.
- No obligation consultation
- Personalized platform walkthrough
- Response within 1 business day
- Dedicated solutions expert
