View more on these topics

Novia launches portfolio management tool

Novia has today launched its portfolio management tool, Model Portfolio Manager.

Novia says the tool enables advisers to construct and reconstruct portfolios for their clients and it will also enable advisers to move clients in and out of different model portfolios and to track the number of clients and size of assets held in the portfolio.

The tool will be available to discretionary fund managers on the Novia platform this month and rolled out to advisers over the next few months.

Model Portfolio Manager will also manage portfolio realignment, rebalancing instructions and regular contribution instructions. Novia says the MPM allows client switches, dependent on arrangements an adviser or DFM has with clients.

Novia sales and marketing director Paul Boston (pictured) says: “This new tool further bridges the gap and helps maintain a fluid conversation, between IFAs and their DFMs as well as streamlining the IFA’s communication with their clients.”


House price divide set to widen

A sharp widening in the North-South divide for house prices in 2012 is being forecast by the Centre for Economics and Business Research. A rise in London house prices of 2.4 per cent so far this year, compares with a fall in North East house prices of 2.7 per cent. A further, though less rapid […]

Tisa covenants debate: Fisher says some advisers do not realise legal commitments

Wherever there is an intangible service, such as financial services and the legal or consulting profession, there is a much higher propensity of restrictive employment covenants. These are designed to protect employees, employers and clients and they are universally present in all such service industries. A significant point is that employees and employers should always […]


Life company products likely to escape platform rebate ban

Industry experts predict life company products will not come under the scope of the FSA’s platform rebate ban. In its platform policy statement last August, the regulator said it was “desirable” to ban payments between product providers and platforms for advised and non-advised business but delayed final rules to carry out further research. Platforms have […]


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