See how financial institutions, advisors, and investors across the country are transforming their lending programs and client relationships with FundNovaSoft.
Case Studies
Meridian Capital Group deployed FundNovaSoft's end-to-end platform to replace a paper-based origination process. With digital origination, advisor training, and integrated collateral monitoring, they scaled their SBL program dramatically while reducing operational overhead.
NovaTrust Financial leveraged FundNovaSoft's wholesale funding network to access a pipeline of pre-qualified SBL originations from broker dealer and RIA distribution partners — growing their loan book without incremental sales infrastructure.
PrimeWealth Advisory implemented FundNovaSoft to offer SBLOCs as part of a holistic financial planning approach. By addressing both sides of the balance sheet, their advisors deepened client relationships, reduced attrition, and attracted new clients through referrals.
Client Voices
“The speed and simplicity of FundNovaSoft's platform is unlike anything we've seen. Our advisors went from skeptical to enthusiastic within their first month of use.”
— Head of Advisor Solutions, Major Regional BD“FundNovaSoft's collateral monitoring saved us from multiple potential losses during market volatility. The automated alerts gave us time to act — every time.”
— Chief Risk Officer, National Bank Partner“My clients love the digital experience. They can apply, monitor, and manage their SBLOC from their phone. It's raised the bar for everything we do in our practice.”
— Senior Wealth Advisor, Keystone FinancialJoin the growing network of financial institutions and advisors transforming their businesses with FundNovaSoft.
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