Our Platform Updates are is designed to provide a mix of industry updates and technical insight, plus handy guides on how to best utilise the Novia Global platform to achieve positive client outcomes.
Latest Platform Update
Introducing the Novia Global Stocks & Shares ISA
The issue of ISA savings entering “suspended animation” when Britons move, work or retire abroad has been a source of investor and adviser frustration for years. The new Novia Global Stocks and Shares ISA finally offers a solution to this longstanding problem.
Novia Global Pulse
In the press
The "advice gap" debate ebbs and flows, yet the challenge remains as critical as ever.
Our CEO, Steve Andrews recently shared his insights with FT Adviser how technology and platforms can address this ongoing issue.
How can we bridge this gap? The potential of technology, from robo-advice to advisory platforms, offers promising solutions. We believe it's essential to focus on tech that not only facilitates investment but also enables genuine advice, fostering stronger client relationships and better financial outcomes.
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Introducing the Novia Global Stocks and Shares ISA, designed to address the challenge faced by UK expats whose ISA savings have been left in ‘suspended animation’. With this new product, Britons living abroad can now have their ISAs seamlessly managed by their trusted adviser alongside their other assets.
We delve into the world of white-label investment platforms in his latest article with FTAdviser. He talks through the necessity of balancing human expertise with technology amidst the current wave of innovation, and while innovation is vital, recognising and leveraging strengths remains equally essential.
Money Market Funds and a Lesson in Diversification - in times of financial uncertainty, investors are seeking stability and consistent returns. Money market funds offer just that, with high liquidity and low risk. They aim to preserve wealth while generating income. Our CEO Stephen Andrews sheds light on why these funds are an attractive option, their potential benefits, and how they fit into a well-constructed portfolio with diversification being key!
The future of platform tech? We recently shared our thoughts with International Adviser about the evolution of the platform space, the required blend of human expertise and evolving technology, and the benefits of positive disruption.
