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 Welcome to biometric verification

 

NEW Welcome to biometric verification

 


NEW Overview of Changes to Acceptance of Forms

 

NEW Overview of Changes to Acceptance of Forms

 


UPDATED - Editing/Cloning a model using the Model Portfolio Manager

 

UPDATED - Editing/Cloning a model using the Model Portfolio Manager

 


NEW - User Management - Add a user

 

NEW - User Management - Add a user

 


NEW - User Management  - Amend a User

 

NEW - User Management - Amend a User

 


NEW - Guaranteed Income Investor Quote

 

NEW - Guaranteed Income Investor Quote

 


NEW - Switch (Sell for Withdrawal)

 

NEW - Switch (Sell for Withdrawal)

 


Accessing Bulk Investment Documents

 

Accessing Bulk Investment Documents

 


Accessing Investor Documents

 

Accessing Investor Documents

 


Adding A New Wrapper (New Money)

 

Adding A New Wrapper (New Money)

 


Add New Prospect Investor

 

Add New Prospect Investor

 


Adding a New Wrapper (Re-registration)

 

Adding a New Wrapper (Re-registration)

 


Adviser Zone Navigation

 

Adviser Zone Navigation

 


Amend Investor Details

 

Amend Investor Details

 


Applying for Guaranteed Income

 

Applying for Guaranteed Income

 

 


Adding Multiple Wrappers

 

Adding Multiple Wrappers

 


Analyse Assets

 

Analyse Assets

 


Capital Gains Calculator

 

Capital Gains Calculator

 


Creating an Ex Ante Illustration Report

 

Creating an Ex Ante Illustration Report

Creating an Ex-Ante Illustration Report

 


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 a Model Portfolio

 

Creating a Model Portfolio

 


Delinking from a model to facilitate an ad hoc withdrawal

 

Delinking from a model to facilitate an ad hoc withdrawal

 


Fund Research

 

Fund Research

 


Guaranteed Income Generic Quote

 

Guaranteed Income Generic Quote

 


'Impersonate' an Investor (Investor Zone)

 

'Impersonate' an Investor (Investor Zone)

 


Investor Zone

 

Investor Zone

 


Linking and Rebalancing Using Model Portfolio Manager

 

Linking and Rebalancing Using Model Portfolio Manager

 


Model Portfolio Evaluator

 

Model Portfolio Evaluator

 


Portfolio Performance Review

 

Portfolio Performance Review

 


Risk Profiler

 

Risk Profiler

 


Submitting an Ad Hoc Charge Instruction

 

Submitting an Ad Hoc Charge Instruction

 


Switch (Buy)

 

Switch (Buy)

 


Switch (Sell)

 

Switch (Sell)

 


Switch (Asset to Asset)

 

Switch (Asset to Asset)

 


Top Up

 

Top Up

 


Wrapper Transaction History

 

Wrapper Transaction History