15th Dec Festive Fact - Jingle Bells...and whistles
Novia provides the full range of tools you need to support client's investments via the platform. All the bells and whistles at no extra cost - these tools are available to all advisers as standard.
We provide access to research and pre-investment tools like Asset Selector and Fund Charting, Portfolio Scanner and Model Portfolio Evaluator. There's portfolio construction tools including a Risk Profiler and asset allocations, illustrations and client reports. There's also a wide range of reporting tools and functionality - like Portfolio Performance Review, Capital Gains Reporting and a wide range of reports like Asset Allocation breakdown via Report Zone.