Be more than an investment advisor. Become a Personal CFO.
FundNovaSoft equips RIAs with the education, tools, and technology to deliver holistic, goals-based financial advice — adding unparalleled value and deepening client relationships.
RIA Solution
Grow AUM, retain clients, and deliver holistic advice
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.
By addressing both sides of the client's balance sheet — assets AND liabilities — you become indispensable, dramatically reducing client attrition and opening new revenue streams.
- Total balance sheet approach to financial planning
- Advisor certification and ongoing education program
- Intuitive digital application for clients
- Real-time collateral monitoring dashboard
- AUM retention strategies built into the platform
Key Benefits
Why advisors trust FundNovaSoft
Holistic Advice Framework
Our Total Balance Sheet approach gives advisors a proven framework for discussing liquidity needs alongside investment goals — expanding the scope and value of every client conversation.
Advisor Education
Access a comprehensive library of training materials, client conversation guides, compliance resources, and certification programs — all designed specifically for the SBL advisor.
New Revenue Streams
Earn revenue from lending activity alongside your advisory fees. SBLOCs create a sticky relationship dynamic while generating meaningful incremental income for your practice.
Client Retention
Clients with lending relationships are significantly less likely to leave. Our platform creates natural opportunities for deeper engagement and multi-product relationships.
Digital Client Experience
Offer your clients a modern, paperless application experience that reflects the high standards of your practice — from application to funding and beyond.
Proactive Risk Management
Stay ahead of collateral shortfalls with automated monitoring and early-warning alerts — protecting your clients and your reputation before issues escalate.
How It Works
Your path from advisor to Personal CFO
Get Certified
Complete our structured SBL advisor certification program. Learn how to identify ideal clients, frame conversations, and compliantly present SBLOC solutions.
Introduce to Clients
Use our pre-built presentation materials and digital tools to introduce securities-based lending to suitable clients as part of your holistic planning discussions.
Originate & Monitor
Guide clients through a smooth digital application. Once funded, monitor the loan with our dashboard and receive alerts — so you're always ahead of any issues.
“Using FundNovaSoft, I've been able to have client conversations I never had before. I'm now truly addressing their full financial picture — and my AUM under management has grown 40% as a result.”
Become a Personal CFO for your clients
Join thousands of advisors who have elevated their practice with FundNovaSoft's SBL platform.
Request a Demo