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Novia launches client-facing portal

Novia has launched a client portal which can be white-labelled by advisers and is mobile and tablet-friendly.

The wrap platform says Investor Zone gives customers online access to details of their portfolio, including trades, up-to-date valuations and withdrawals, as well as any relevant documents. Investors can also view valuations and statements for each wrapper.

The client’s adviser can access the same information, and can white label the portal to their own branding.

Novia director of business development Shaun Allwright says: “At the moment clients have online access to some basic information about their funds, but this is not tablet or mobile friendly.

“As more and more people use tablets and mobiles, we wanted to create something for investors which is simple, clear and can be used on the go.”


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