What we do
Novia provides a new 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.
