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Home Platform Novia

Willingness to recommend

3.5/5

Based on 12 reviews

Value for money

3.83/5

Support

3.92/5

Integrations

3.75/5

Based on 12 reviews

Novia is an open architecture platform built to provide maximum efficiency and flexibility for advisers; with online applications, straight through processing and minimal paperwork. We offer over 3500 funds from over 300 managers. With aggregated trading on over 400 ETFs, plus access to sterling denominated equities we make it possible for even smaller investors to utilise investment options traditionally only available to large institutional investors. This broad range of assets combined with our award winning Model Portfolio Manager tool makes it easy for Advisers and DFMs alike to build and maintain Model Portfolios for their clients, and our integral cash facility facilitates simple and transparent charging. Our online Investor Zone provides investors with essential information about their product wrappers and over all portfolios mix as well as access to their documentation.

NextWealth view

Novia is a platform that is well rated by its users but never seems to capture a large share of assets. It was recently acquired by AnaCap, a private equity firm that also owns Wealthtime. Novia offers good investment capability and DFMs say it's among the best for running models though doesn't offer much in the way of flow. Novia has launched an offshore platform (Novia Global) and a DFM (Copia) in recent years.

Assets under influence:
£7.3 bn as at September 2020
Ownership:
AnaCap
Technology Partnerships:

GBST

Integrations

3.75/5
Based on 12 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

Adviser Office (IRESS)

Fastrak

intelliflo office (intelliflo)

Plum Software (Praemium)

True Potential

Xplan (Iress)

Adviser Asset

Clever Adviser

Defaqto

O&M Systems

RSMR

Selectapension

Synaptics

ThreeSixty

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Novia
2/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
"Not proper phased drawdown
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
1/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
2/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Need to trim their pricing and improve their reporting
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
very competitive platform charge
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It's OK but could do better
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
We are very happy with Novia's process and reliability
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
positive experience
Anonymous March 2020
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