Tools

Through the Novia Platform we provide a comprehensive suite of tools for Advisers.  We developed the tools based on Advisers’ requirements so that they can simply and easily inform and manage clients’ investment decisions.  We seek to add value by cutting out unnecessary paperwork and the time wasted by repeatedly having to re-enter data.  

The tools can be used to create standalone reports, to help build portfolios and to support full investment reviews.  Our bespoke CGT Calculator, Lifestyle Planner and Model Portfolio Manager are highly regarded. 

We provide the tools in conjunction with our expert partners, such as Financial Express, and there is no charge to users of the Novia Platform. 

You can learn about specific tools by clicking the arrows in the list below. For more information regarding our tools please click here

In addition to the Novia tool suite, we offer comprehensive management information capabilities.  Please find out more the on the Report Zone page.  


Risk Profiler

Risk Profiler

Our Risk Profiler can be used as part of your fact find process or it can be seamlessly utilised as part of a full portfolio build.


Asset Selection

Asset Selection

We help Advisers to identify the assets that meet a client's needs.


Fund Information and Charting

Fund Information and Charting

Our Fund Charting tool allows Advisers to monitor the performance of individual funds over a choice of time periods and compare it to other funds and benchmarks, such as sector averages and indices.


Editable Client Reports and Illustrations

Editable Client Reports and Illustrations

To help Advisers produce documentation, as part of new business or top-up processes, we have created a pro-forma Client report in Word format. Advisers must tailor any client report accordingly and may wish to add further content to the example wording provided.


Model Portfolio Evaluator

Model Portfolio Evaluator

Model Portfolio Evaluator enables an Adviser to:


Portfolio Performance Review

Portfolio Performance Review

This tool looks at the performance of a client's portfolio taking into account the client's actual cash flow and works out the rate of return earned on the client's money.


Portfolio Scanner (P-Scan)

Portfolio Scanner (P-Scan)

We give Advisers the ability to "drill down" in portfolios to analyse their asset allocation, geographical/sector split, return compared to benchmarks and risk rating.


Model Portfolio Manager

Model Portfolio Manager

Our Model Portfolio Manager (MPM) tool enables Advisers and DFMs to take full administrative control over their model portfolios, creating and managing them online.


Lifestyle Planner

Lifestyle Planner

Our Lifestyle planning tool helps Advisers show their clients how their current investments may, or more importantly , may not meet their future lifestyle aspirations.


Capital Gains Reporting Tool

Capital Gains Reporting Tool

The CGT Calculator enables Advisers to provide both realised and unrealised gains reporting for their clients.