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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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. |
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Obtaining a quote based on required income |
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Overview video which summarizes the enhancements implemented in Adviser Zone in the first quarter of 2021 |
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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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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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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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On 18 December 2020, the new ‘scenario planner’ functionality was enhanced to allow Advisers to check scenarios before making any sale requests. |
