intelligent wealth management

 
 
Novia

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Why Novia?

Novia provides one of the UK's leading wealth management platforms for investment advisers and their clients.

Offering a comprehensive, full wrap service we use market leading technology and a highly experienced team to deliver intelligent wealth management. We are independently owned, committed to the market for the long term and have no investment bias. As the UK's investment landscape evolves we are well placed to meet the future challenges of the RDR and a changing marketplace.

The Novia platform offers real benefits to advisers and clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.

Advisers can efficiently manage their clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure ready for the future.

Clients can view all of their investments online and in one place, access investments with discounted charges and see exactly what and how they are charged.

Our aim at all times is to support the relationship between adviser and client - providing the service needed for all to benefit from intelligent wealth management.

What's happening at Novia

Have you experienced Novia Report Zone?

Novia's powerful information hub gives you instant access to crucial client and business reporting. 

From client valuations and wrap asset allocation reports to commission reports and back office integration files, Report Zone puts a broad range of detailed business intelligence at your fingertips.  Speak to your Regional Sales Manager to find out more.

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Adviser's perspective