Trusted Financial Technology

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.

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$50B+ Collateral Monitored
< 1hr Loan Origination
SOC 2 Annually Audited
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FundNovaSoft Analytics Dashboard
+24.8% Loan volume this month
47 min Avg. origination time
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Trusted by leading financial institutions

NovaTrust Bank Meridian Capital PrimeWealth RIA AlphaCore Advisors Keystone Financial

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 Dealer Trading Platform
Broker Dealers
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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. Connect with ready funding partners, educate advisors, and facilitate streamlined customer experiences.

  • End-to-end digital platform
  • Ready funding partner network
  • Advisor education & enablement
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Banking Institution
Banks
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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. We connect banks with distribution partners, such as broker dealers and RIAs, to grow their loan book through wholesale funding opportunities that optimize return on capital.

  • Wholesale funding opportunities
  • Modernized technology infrastructure
  • Accelerated operational efficiency
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Financial Advisor Meeting
RIAs
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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. The result? Watch your business grow as you add unprecedented value to your clients and create deeper, more meaningful business relationships.

  • Holistic financial wellness tools
  • Best-in-class client experience
  • AUM retention & growth
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Technology Infrastructure
Technology Providers
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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, enabling you to deepen your business relationships and become indispensable to your clients.

  • Configurable & modular platform
  • Rapid origination process
  • Deep client relationships
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FundNovaSoft Wealth Management Lending Solutions

Powerful products built for every stage of the lending lifecycle

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Digital Lending Software Dashboard

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. It facilitates a digitized customer experience, significantly reduces cycle time and cost, and increases application completion rates.

  • All-electronic origination
  • Robust risk management
  • Digitized customer experience
  • Reduced cycle time & cost
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Service Bureau Team

Service Bureau

Full-Service & Self-Service Servicing Solutions

Mitigate operational risk and watch your business thrive with our servicing solutions. Whether you choose our robust self-service capabilities or full service, white-glove treatment, leave the servicing to us so that you can focus on your priorities.

  • Mitigate operational risk
  • Self-service & full-service options
  • White-glove treatment
  • Focus on your core business
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Collateral Management

Collateral Management

Real-time monitoring and alerts to stay ahead of collateral calls.

Prism Analytics

Prism

Advanced analytics and reporting for deeper portfolio insights.

Integrations

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.

Billions of Dollars

in collateral monitored daily.

Game-Changing Technology

democratizing access to securities-based lines of credit (SBLOC).

Thought Leadership

in taking a total balance sheet approach to achieving financial wellness.

Operational Excellence

Integrity, quality and the ability to innovate fast. SOC 2 audited annually.

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

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 to these investors.

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For Advisors

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

For Investors

We provide a total balance sheet approach to managing financial wellness and frictionless access to liquidity at favorable terms — once a strategy reserved for only the very wealthy.

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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. Reach out to our team and we'll get back to you within one business day.

  • No obligation consultation
  • Personalized platform walkthrough
  • Response within 1 business day
  • Dedicated solutions expert
FundNovaSoft Team
Our team is ready to assist you

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