21st Dec Festive Fact - Santa Baby...Get Your Client Review Pack from us...
Novia has a wide range of client reporting solutions - all enabling you to create a client review pack at the touch of a few buttons on the Novia platform. From our MI reporting hub, Report Zone to our tools output you can quickly put together a pack of documents and reports that can form an annual client review pack - boosting your client proposition and efficent ongoing servicing of your clients. Reports available include Portfolio Performance Review, Capital Gains Reporting, Client Valuation, Asset Allocation Breakdown and Portfolio Scanner - to name but a few.