Adviser Zone – Enhancement Guide
- Author : Novia Financial
- Date : 12 Nov 2019
What will Adviser Zone offer? Based on feedback from users, we’ve focused our attention on the things most frequently requested. We’ve included the following enhancements.
Related reading
SIPPs and Inheritability Resource Adviser Guide
Providing for dependents after death. One of the largest concerns in retirement, after providing a sustainable income, is whether or not a client will be able to provide for their…
Read more >Guaranteed Income – A new asset class for platforms
Bringing Guaranteed Income On-Platform. Novia now offers a product that makes it easier to increase the portion of a retirement pot that can provide a guaranteed income, over and above…
Read more >News
The Year That Was…
11 January 2021The recent upgraded CGT calculation tool is just the latest of many enhancements delivered in 2020. It has certainly been a busy year at Novia with continuous development of our services…
Read more >Insights
Guest Spot: Optimising probability in retirement planning
12 January 2021Delivering a reliable income stream from a diversified portfolio over an unknown period of time has, rightly, been described by William Sharpe as “the nastiest, hardest problem in finance” and…
Read more >In the Media
Novia deal with Anacap a ‘meeting of minds’
18 December 2020The chief executive of Novia has described the platform’s deal with private equity firm Anacap Financial Partners as a “meeting of minds”.
Read more >Videos
Become a Novian
20 October 2020Novia is embarking on a significant period of growth that will result in us having the best wealth management platform in the industry combined with an efficient operation enabling great…
