Video Hub

Video Hub provides Advisers with a range of quick and easy walk-throughs of just some of Novia's technology.  To find out more, Advisers can also contact their Regional Sales Manager or Account Manager.


NEW Amend Investor Details

 

NEW Amend Investor Details

 


NEW Submitting an Ad Hoc Charge Instruction

 

NEW Submitting an Ad Hoc Charge Instruction

 


NEW Accessing Bulk Investment Documents

 

NEW Accessing Bulk Investment Documents

 


NEW 'Impersonate' an Investor (Investor Zone)

 

NEW 'Impersonate' an Investor (Investor Zone)

 


Capital Gains Calculator

 

Capital Gains Calculator

 


Applying for Guaranteed Income

 

Applying for Guaranteed Income

 

 


Guaranteed Income Generic Quote

 

Guaranteed Income Generic Quote

 


Guaranteed Income Investor Quote

 

Guaranteed Income Investor Quote

 


Adviser Zone Navigation

 

Adviser Zone Navigation

 


Add New Prospect Investor

 

Add New Prospect Investor

 


Adding A New Wrapper (New Money)

 

Adding A New Wrapper (New Money)

 


Adding Multiple Wrappers

 

Adding Multiple Wrappers

 


Accessing Investor Documents

 

Accessing Investor Documents

 


Analyse Assets

 

Analyse Assets

 


Top Up

 

Top Up

 


Switch (Buy)

 

Switch (Buy)

 


Switch (Sell)

 

Switch (Sell)

 


Switch (Asset to Asset)

 

Switch (Asset to Asset)

 


Portfolio Performance Review

 

Portfolio Performance Review

 


Adding a New Wrapper (Re-registration)

 

Adding a New Wrapper (Re-registration)

 


Fund Research

 

Fund Research

 


Wrapper Transaction History

 

Wrapper Transaction History

 


Creating a Model Portfolio

 

Creating a Model Portfolio

 


Linking and Rebalancing Using Model Portfolio Manager

 

Linking and Rebalancing Using Model Portfolio Manager

 


Create Ex Ante report for a switch

 

Create Ex Ante report for a switch

How to create an Ex Ante report for a switch. 

 


Creating an Ex Ante Illustration Report

 

Creating an Ex Ante Illustration Report

Creating an Ex-Ante Illustration Report

 


Delinking from a model to facilitate an ad hoc withdrawal

 

Delinking from a model to facilitate an ad hoc withdrawal

 


Model Portfolio Evaluator

 

Model Portfolio Evaluator

 


Risk Profiler

 

Risk Profiler