Login to leave a review
Value for money
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.
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.
£7.3 bn as at September 2020
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)
intelliflo office (intelliflo)
Plum Software (Praemium)
No integrations available for Suitability Profiling
Integrates One Way
Integrates Both Ways