Novia online portal targets client portfolios

Novia online portal targets client portfolios

Online wrap provider Novia has launched a portal for investors, allowing them to check the status of their portfolios.

The Investor Zone will give users an overview of their portfolio, showing its total value, its valuation over a rolling six or 12-month period and any documents relating to the portfolio.

Users will also be able to check their portfolio asset allocation by sector.

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Shaun Allwright, director of business development for Novia, said: “Investor Zone will give the client a more intuitive experience of asset allocation and provide investment data and historical summaries, which can help tax reporting.”

Adviser view

David McConachie, chartered financial planner for Moray-based Campbell & McConnachie, said: “Older people could find this type of format quite easy to use when tracking their funds, so it could be very useful for consumers.”