IAG Management Platform
LiveNovaCrest
Built exclusively for FINMA-licensed independent asset managers in Switzerland.
Visit novacrest.usStack
NovaCrest eliminates the manual consolidation of custodian statements, automates FIDLEG compliance, and produces institutional-grade client reports, all from a single interface. Up to 18 hours saved per quarter, per firm.
Core capabilities
- Multi-custodian consolidation, intelligent CSV/PDF import, multi-currency reconciliation, unified AUM view per client
- Automated FIDLEG compliance, expired risk-profile alerts, allocation threshold checks, timestamped audit trail
- One-click PDF reporting, branded quarterly reports with allocation, net performance, and position detail
- TWR performance calculation, historical AUM tracking, SMI and MSCI World benchmarks
- Private client portal, each investor accesses a branded personal space with consolidated view
- Fee and invoicing engine, AUM-based or flat-fee calculation, Swiss QR-code PDF invoices