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Always available

Track investments and access sophisticated management information at any time.

Peace of mind

We pursue the best practices in client money and asset protection.

Choice

The Novia Global platform has access to over 7,000 funds from over 300 leading fund managers

Powering your future

Paperless processing technology that provides a new level of business efficiency

The Novia Global Client Brochure

Click here to download an introductory guide

 

The Novia Global International SIPP

Click here for further information.

Novia Global


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:

  • a high level of ongoing support
  • a full suite of portfolio management tools
  • a choice of products and currencies
  • access to an extensive range of funds and investments
  • the latest cutting edge technology

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 info@novia-global.com

Powered for the future

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:

  • Complete control over your investments.
  • View detailed transactional data at any time.
  • Functionality to view accounts online at a glance.
  • Monitor and compare fund performance.
  • Multiple levels of online security.

Latest Platform Update

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:

  • report with or without a reporting currency therefore providing true portfolio performance without any currency FX impact
  • view the underlying fund performance within portfolios
  • clearly distinguish between internal platform movements as well as money moving on/off platform 

The report is available now and can be found under the “Reports” tab of our secure website. 

 

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