Novia launches portfolio analysis tool
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Novia has launched a client portfolio analysis tool on its wrap platform.
The tool, model portfolio evaluator, allows advisers to illustrate graphically how a client’s existing portfolio compares to one or more model portfolios that the adviser has created.
Advisers can plot the current performance of a client’s portfolio held off the platform, and compare this on a return versus risk basis to model portfolios that the adviser has pre-established on Novia.
Novia sales director Paul Boston says: “As the RDR becomes more of a reality, the ability to use an integrated investment process to analyse, create and deliver portfolio management effectively and efficiently is essential.”
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