Tools

The Novia Global Wealth Management Service provides a comprehensive suite of tools for its users.

Our tools have been developed in conjunction with experts suppliers, such as Financial Express, to provide the means to simply and easily inform and manage investment decisions. We add further value by cutting out unnecessary paperwork and removing time wasted by avoiding the need to re-enter data.  

The tools enable Advisers, Private Banks and Trust Companies to create standalone reports, to help build portfolios and to support full investment reviews.  

Clients have access to their key documents and detailed information about their investments held on the Novia Global Wealth Management Service through our bespoke web application.  They can review their information and valuations at any time through smart phones, tablets or computers with internet access.

You can learn about specific tools by clicking on the arrows in the list below.

In addition to the Novia Global tool suite, we will also offer comprehensive management information capabilities.  Please find out more the on the Management Information page.


Risk Profiler

Risk Profiler

You are able to use our Risk Profiler as part of your fact find process.


Asset Selection

Asset Selection

Our asset selector offers a range of filters that can be used to displayed the most relevant assets.


Fund Information - Documents and Downloads

Fund Information - Documents and Downloads

Users of the Novia Global Wealth Management Service have access to information on a comprehensive range of funds.


Fund Comparison Tool

Fund Comparison Tool

To help with fund selection we have also included a comparison tool.


Portfolio Scanner (P-Scan)

Portfolio Scanner (P-Scan)

We give our users the ability to "drill down" in portfolios to analyse their asset allocation, geographical/sector split, return compared to benchmarks and risk rating.


Fund Charting

Fund Charting

Our Fund Charting tool allows Advisers, Private Banks and Trust Companies to monitor the performance of selected funds over a choice of time periods and compare these to other funds and benchmarks, such as sector averages and indices.


Model Portfolio Manager

Model Portfolio Manager

Our Model Portfolio Manager (MPM) tool enables our users to take full administrative control over their model portfolios, creating and managing them online.


Portfolio Performance Review

Portfolio Performance Review

This tool looks at the performance of a client's portfolio taking into account the client's actual cash flow and works out the rate of return earned on the client's money.