Video Hub

To supplement the assistance provided by our contact teams, our Video Hub provides Advisers with quick and easy walk-throughs of many features of Novia's technology. 

Latest Enhancements

Full List of Video Guides by Category

Please note: these videos are intended to provide information for professional Advisers only and are not intended for onward transmission to clients. (For our videos intended for onward transmission to clients, see here.) Novia does not provide advice - Advisers must seek their own compliance/legal advice before relying on the information provided in these videos.  

Latest Enhancements

We're constantly enhancing Adviser Zone to provide a better service for Advisers. In addition to our full video library grouped by content type further down this page, here are some videos about our most recent enhancements.

 undefined
  • Enhancements to Guaranteed Income portal

On 26 October 2021, after working with the team at Spire, we added Comparison Quotes to our quote for income journey.

undefined
  • Secure Messaging Enhancements

On 2 August and 11 September 2021 we deployed two sets of useful and time-saving enhancements to our Secure Messaging service. 

undefined
  • Multi-Factor Authentication

On 4 June 2021 we deployed an enhancement making it possible for you to add an extra layer of security at login, using a code generated on an app running on your mobile device. 

undefined
  • Guaranteed Income Portal Enhancement

Obtaining a quote based on required income


 Full List of Videos Grouped by Category

Click the drop down arrows to see the list in each group. 




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