Ken Taylor, Director, Mackenzie
Taylor Wealth Management
5 RI firm specialising in wealth management for individuals and
small/medium size corporates.
"I'm really pleased to recommend the Novia wrap. I have been
using platforms for many years and knew pretty well what I was
looking for. There are obvious functional things such as real asset
choice, full range of wrappers, integrated cash facility and
efficient client data capture and management.
Then there's the intangible elements such as the can do approach
and help when you've got a problem to solve. Although the system
has been built on modern technology the people behind it really
care about the service they give.
What's also impressed me and my clients are the client views
(which I've white labelled with our own logo) and shows the
thinking behind it - this has been set up with real thought about
benefits and service for the end client. Clients who want a view
themselves have given me their own opinion:
"I see all the movement of money is progressing and I do like
the Novia web site as it's very easy to keep track of things and is
user friendly."
So if I'm asked would I recommend Novia the answer is definitely
yes - for the system and the service.
