Through the Novia Platform we provide a comprehensive suite of tools for advisers. We developed the tools based on advisers’ requirements so that they can simply and easily inform and manage clients’ investment decisions. We seek to add value by cutting out unnecessary paperwork and the time wasted by repeatedly having to re-enter data.
The tools can be used to create standalone reports, to help build portfolios and to support full investment reviews. Our bespoke CGT Calculator, Lifestyle Planner and Model Portfolio Manager are highly regarded.
Back office integration
We are currently working with a number of leading back office providers to offer a comprehensive service.
The Novia platform features on and also works in conjunction with a number of third party research tools.
These tools can be used to provide assistance with every step of the advice process including pension transfer planning, lifestyle planning as well as fund research and performance analysis.