Novia has announced that it has partnered with support services firm True Potential.
True Potential provides electronic business services to directly authorised advisers in the UK.
As a result of the partnership, IFAs using the True Potential system will be able to access investment commission and online client valuations from the Novia wrap platform.
Mark Henderson, from True Potential, says: “By integrating with the modern Novia platform clients’ wrap investment portfolios can be shown together with other assets and products held elsewhere, making it easy for an adviser to stay in control”.
Bill Vasilieff, CEO of Novia, says: “Wraps have revolutionised the personal investment market with advisers and their clients being able to transact and monitor within a single entity.
“Integrating with True Potential neatly supports this proposition and supports fast efficient flows of information to give a full client picture.”