Our tools have been developed in conjunction with experts suppliers, such as Financial Express, to provide the means to simply and easily inform and manage investment decisions. We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data.  

The tools enable advisers, private banks and trust companies to create standalone reports, to help build portfolios and to support full investment reviews.

Clients have access to their key documents and detailed information about their investments held on the Novia Global Wealth Management Service through our bespoke web application. They can review their information and valuations at any time through smartphones, tablets or computers with internet access.