NOVO INVESTMENT
Wire OMS, risk, custodians, and CRM into one defensible control plane
Integrations here are not “connect everything” chaos — they are curated rails, SSO, and event contracts that match how verified brokers run: FIX and OMS on one side, allocator and sponsor narratives on the other, with treasury and Tape analytics in the middle.
Rails that respect your SOC story
Every integration path should answer the same audit questions as wires and allocations: who approved it, what data crosses the boundary, and how do we replay it when diligence asks for receipts.
Curated marketplace & SSO posture
Vendors your risk team has already diligenced — surfaced with the same identity and session boundaries as the rest of NOVO INVESTMENT. Fewer shadow IT paths between OMS, CRM, and treasury tooling.
Webhooks for treasury & tape events
Wire posted, reserve sweep triggered, categorization approved — events your automation layer can subscribe to without scraping the UI. Built for desks that need deterministic hooks into ops playbooks.
Stack composition without replatforming
Custodians, risk engines, accounting ledgers, and allocator portals stay where they are; NOVO INVESTMENT sits as the control plane that keeps language coherent from execution through reporting.
Vendor diligence checklist
Names and scopes on this site are representative of categories institutional desks evaluate; each relationship ships with its own DPAs, subprocessors, and security attestations.
- SSO and vendor profiles your security narrative can defend in renewal cycles — not an open app store
- Webhooks and export contracts aligned with how verified brokers evidence tape hygiene and period-close
- Commercial paths for leading SaaS where discounts are structured as desk enablement, not retail coupons
Related product narratives
Integrations land when operating accounts, tape analytics, and partner programs read as one system — not a patchwork of logins.
Help Center summarizes how desk resources link integrations to portal controls — open Help or the Small business resources hub.