PlatformsFeb 6 2015

Novia launches new client portal

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Novia launches new client portal

Novia has launched a new client portal giving investors online access to details and documents relating to their portfolio.

Investor Zone allows investors to see trades, up-to-date valuations and withdrawals, giving an overview showing total portfolio value over rolling six or 12 month periods, showing money invested and disinvested from the platform and percentage change.

It can also hold documents including contract notes, half yearly statements and portfolio asset allocations by sector.

The firm said it will let investors drill down from the portfolio to a selected wrapper level, showing the wrapper breakdown by sector, fund and weighting.

Charges are also broken down into easily-viewable sections and advisers are also able to access the same information as the investor.

Novia stated that the portal was a completely in-house build and has been designed to work across mobiles, tablets and PCs.

Shaun Allwright, director of business development at the platform, commented that Investor Zone will give the client a more intuitive experience of asset allocation, as well as providing useful investment data and historical summaries, which can be used to aid tax reporting.

“In addition to the changes made to Report Zone we have also updated the look and feel of the Novia Financial website, making it far more informative and user friendly for our investors.”

ruth.gillbe@ft.com