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.”

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment