Tuesday, July 21 · Nova Financial Group

Executive Dashboard

Here's how Nova Financial Group is performing across every subsidiary.

AI Executive Summary

CEO briefing

Generated Jul 21Source: 4 subsidiariesConfidence: High

Total Revenue

12.4

$0.0M

vs last quarter

YoY Growth

3.1

0.0%

vs last year

Active Customers

6.7%

new this quarter

Portfolio Value

4.2

$0.00B

AUM growth

Revenue Performance

Actual vs. target, trailing 8 months

Actual Target

Portfolio by Subsidiary

Assets under management, $M

$1,920M

Total AUM

Nova Bank$812M

Nova Finance$524M

Nova Capital$398M

Nova Insurance$186M

Recent Activity

Nova Capital closed a portfolio rebalance worth $42.3M

12 min ago

Compliance Engine flagged 3 transactions for review in Nova Bank

38 min ago

Amara Osei onboarded a new enterprise account at Nova Insurance

1 hr ago

Risk Engine identified elevated churn signals in Mid-Market Segment

2 hr ago

System completed nightly reconciliation across all subsidiaries

6 hr ago

Daniel Reyes scheduled an executive review with Nova Finance leadership

8 hr ago

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