Your secure web portal allows you to track all of the investments you hold in your Novia Global Account. At the touch of a button it provides access to valuations and the detailed composition of portfolios.
As a secure, view-only online portal, the secure web is available wherever there is internet connectivity so you are able to check on your investments at your convenience. The application resizes the display for use on mobiles, tablets and PCs and, by choosing to install the tile on the device, the service will be just one tap away.
On logging in, you will see a dashboard view on your home screen. It will show the total amount you hold in your Novia Global Account, the value of funds by Product (GIA or SIPP) and the overall asset allocation by sector.
Selecting a Product will reveal its breakdown by the currency holding within it. It will be possible to investigate each of these further. Selecting a currency holding will show the funds it contains, the proportion of the sectors represented and their values. Charts will show movement in value for the currency holding and the money in and out of it over a 6 month period. By selecting “Transactions” a full list of all money movements, including charges, will be shown.
In addition, you also have access to a library of important documents about your use of the Service. These are available for download as PDF's.
To support efficient communication and the effective provision of advice, Advisers, Private Banks and Trust Companies are able to see the same information in the same format as you.
A video which provides an overview of the information and functionality that is available through the secure client portal can be found here.
For further information on the secure client portal, please click here.