Video Hub

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

Overviews

A run through of useful online areas and information

Transacting

How to submit various investor and wrapper instructions using Adviser Zone

Model Portfolio Manager (MPM)

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

Research Tools

A collection of videos showing our pre and post sales tools to help you when recommending and servicing

Guaranteed Income

How to quote and apply for Guaranteed Income

Servicing

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

User Management

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