View more on these topics

Novia launches portfolio analysis tool

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.”


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm