Frequently Asked Questions

Everything you need to know about FundNovaSoft and securities-based lending. Can't find what you're looking for? Contact our team directly.

What is FundNovaSoft?

Who does FundNovaSoft serve?

Is FundNovaSoft SOC 2 compliant?

How long has FundNovaSoft been in business?

What is a securities-based line of credit (SBLOC)?

What are the benefits of SBLOCs for investors?

What types of securities are typically eligible as collateral?

What happens if collateral value declines?

How long does implementation take?

Which custodians does FundNovaSoft integrate with?

Can the platform be white-labeled with our brand?

What CRM systems does FundNovaSoft integrate with?

How does FundNovaSoft protect client data?

Does FundNovaSoft support regulatory reporting requirements?

How is the platform kept up to date with regulatory changes?

What level of support does FundNovaSoft provide?

Is training provided for advisors and operations staff?

How do I get started with FundNovaSoft?

Still have questions?

Our team is ready to answer any questions and help you evaluate FundNovaSoft for your program.