Tools and Services

The tools and services available through the Novia Global Wealth Management Service.

Novia Global provides users of its Wealth Management Service with a large number of tools and services.  These are designed to support profitable investing by reducing the time spent creating and administering portfolios. We do this by:

  • providing easy access to a vast amount of clear and concise fund information that supports the research process
  • simplifying asset selection through sophisticated filtering
  • supporting straight through processing to reduce re-keying and the opportunity for human error
  • making both business and client reporting available at a press of a button
  • giving clients the ability to monitor their portfolios and valuations whenever they require

Please click on the links to the left for further information on our comprehensive suite of portfolio planning tools and a number of other services we provide.