Novia Global provides a platform service for Advisers, Private Banks, Trust Companies and their clients.
We are completely independent with a focus on providing a service that delivers the opportunity for growth, control, flexibility and adding value.
Very simply - we provide the technology to help simplify the complex world of investment management.
We do this by delivering:
To provide our vision of the future of wealth management, we combine the latest in platform technology, online functionality, investment choice and management information, together with a commitment to first class service.
For further information about Novia Global please contact us on email@example.com
The Novia Global platform is an innovative and unique solution, designed around the need for a transparent investment solution.
At a glance, our platform gives you:
Portfolio Performance Review
We are delighted to confirm that our latest platform upgrade has now been released, and with it arrives a new report - The Periodic Valuation
This new report includes an account valuation, asset allocation summary and a variety of detailed investment performance data for all products held over the selected date range.
The report can be run in bulk to service multiple clients at once and also provides you with the ability to:
The report is available now and can be found under the “Reports” tab of our secure website.