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Find the right investment

Access smart tools to find the right investments for your clients, track performance and predict future growth. Make your investment decisions with confidence.

Fortune teller…

The Novia Global platform puts thousands of investment opportunities at your fingertips. Powerful tools make it easy to compare performance, forecast growth and zero in on the investments that best align with your clients’ ambitions. You can’t predict the future, but we can make it easier to find the right fortunes.

 
 

Beyond comparison

Here’s a quick summary of the tools you can access with Novia Global.

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Risk profiler

Smart investment choices begin with understanding your client’s tolerance for risk. Our risk profiler combines your client’s answers to twelve questions with our unique algorithm to provide a risk report that you can share and keep on file. This report includes a record of your client’s answers, a risk score and an explanation of what that score means for future investments. A compliance-friendly tool for guiding investment choices and maintaining consistent portfolios. 

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Asset selector

How do you find the most suitable investments with over 7,000 at your fingertips? Narrow your focus with our asset selector. Filter by product, sector, jurisdiction and a wealth of other parameters. Or generate an optimised range of assets based on your client’s risk score. You can even search by ISIN code and see if a particular investment is available for reregistration. Broader horizons, sharper focus.

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Fund charting

Find detailed information on all assets offered by Novia Global as well as eleven other fund universes: UK ABI Pensions, UK Mutual, UK UT and OEICs, Hong Kong Mutual, Singapore Mutual, Malaysia Mutual, Germany Mutual, Switzerland Mutual, Offshore Mutual, Ireland Offshore and Global ETFs. Access key documents including Annual Reports, Prospectuses and Key Facts Documents – all available to download from one central location.

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Fund comparison

Compare the strengths and weaknesses of funds across sectors, currencies, share classes and more. Or grab intel on the performance of selected funds over a set period, comparing performance to sector averages and other benchmarks. You can also produce a shareable report comparing up to four funds – detailing charges, historic performance, ratios and risk measures, and underlying holdings. Gather the data you need to turn difficult decisions into smart ones. And show your clients that you’re working the right options for their ambitions.

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Portfolio scanner

Drill down into a new client’s existing investments to analyse asset allocation, geographical/sector split, risk rating and return against benchmarks.

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Model portfolio manager

Assemble a model portfolio and get insight into hypothetical performance. It’s a great way to start the conversation with a client about the content of their portfolio and how it’s likely to perform.

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