Video Hub

Video Hub provides Advisers with a range of quick and easy walk-throughs of some of Novia's technology. Advisers can also contact their Regional Sales Manager or Account Manager. The full list of available videos is found further down grouped by content type, but first some videos relating to some of the most recent developments. 

Latest Enhancements

We're constantly enhancing Adviser Zone to provide a better and better service for Advisers. In addition to our full library below, here are some videos about our most recent enhancements.

 

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  • Quarterly Update Q1 2021 - Latest Enhancements

Overview video which summarizes the enhancements implemented in Adviser Zone in the first quarter of 2021

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  • GIA to ISA transfer within the ISA Top Up journey

On 12 February 2021 the GIA to ISA transfer process was modified to provide one simple online journey to allow money to be transferred from a GIA to an ISA. 

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  • JISA launched on the Novia platform

The Novia JISA was launched on 1 February 2021, allowing existing Novia investors to start their children and grandchildren on their investment journey.

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  • Enhanced display of information for ISAs and SIPPs

On 30 January we added further information for ISAs and SIPPs to the Investor Details and Wrapper Details screens to give Advisers at-a-glance access to important information about a client’s wrapper.

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  • Enhancements to the CGT calculator - ‘what if’ scenarios

On 18 December 2020, the new ‘scenario planner’ functionality was enhanced to allow Advisers to check scenarios before making any sale requests.


 



Transacting

Transacting

How to submit various investor and wrapper instructions using Adviser Zone


Model Portfolio Manager (MPM)

Model Portfolio Manager (MPM)

A collection of videos showing you how to use this tool when using advisory or DFM models



Guaranteed Income

Guaranteed Income

How to quote and apply for Guaranteed Income


Servicing

Servicing

How to obtain and amend (where appropriate) investor and wrapper specific information


User Management

User Management

A run through of the functionality available to those with this permission to manage staff and client access to the Novia platform