Novia provides a wealth management service for investment
advisers and their clients. Bill Vasilieff, CEO and founder of
Novia Financial plc says,
''I wanted to develop something better than the
existing players in the market. Our aim is to continue providing
investment advisers with everything they need to manage an
investor's portfolio. We know that the market for investment
platforms is changing rapidly and advisers want something that can
help them deliver not only full access to investment assets but
also all the management information they need to easily communicate
with their clients.''
Novia offers a comprehensive wrap service providing:
- Independence from any product provider.
- A high level of ongoing adviser support.
- A wide range of product wrappers.
- Access to an extensive range of funds and investment
classes including shares, bonds, traditional funds and alternative
investments.
- A General Investment Account with a Cash Facility to
allow easy trading.
- A full suite of portfolio management tools.
- Market leading technology, purpose built by
GBST.
- Tried and tested administration system that powers four
of the top 10 wrap platforms in Australia.
We combine the latest in wrap platform technology, online
functionality and management information to assist with Treating
Customers Fairly. Together with a commitment to first class
customer service, we believe this is the new way to wealth
management.
