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Insights, opinions and commentary on the technology issues that matter to Financial Advisers
How wealth platforms support Adviser businesses
30 September 2020For Advisers, wealth platforms are strategically important to the way their businesses run; to be successful they have to meet three fundamental needs
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V for Verify: Novia signs with Credas for biometric verification
17 August 2020The use of unique personal features for identification is not a new idea; this approach has been a key pillar of forensic science since the late 1800s, when French police…
Read moreA New Working Paradigm
16 April 2020We are living in very challenging times. That’s all relative of course as those on the frontline leading the fight against COVID-19 are really having it rough and in comparison,…
Read moreCovid-19 will reshape the wealth management industry
6 April 2020Covid-19 will have lasting and profound effects on the wealth management industry. Remote working and increased use of technology will be the new normal for operation support and investor interaction…
Read moreThe forward march of Microservices
24 February 2020‘If microservices are so good, why weren’t they invented 30 years ago?’ This was the question posed by my CEO, Bill Vasilieff, during a walkthrough of the 2020 IT plans….
Read morePlatform consolidation – is it over?
29 January 2020Ever since platforms started operating in the adviser space in the UK around 2000, the big institutions have taken the stance that ‘you need deep pockets to play in this…
Read moreFive Reasons why platforms fail
21 October 2019The recent news that Zurich are about to exit the UK platform market signals the latest big name to throw in the towel. The one thing that all the exits…
Read moreThe Adviser’s Zone
21 October 2019Connect with the new, innovative investment management platform in these uncertain times Novia’s new, Adviser Zone platform has now been released and is on-line and operational. You can gain access to…
Read moreFCA Investment Platforms Market Study
10 April 2019The FCA recently set out their views on whether consumers in the platform market are able to make informed decisions about their choice of platforms and the investments they choose…
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