Orchestrate your working world
Take seamless control of your day-to-day tasks. Anytime, anywhere.
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
Looking for something? Browse our Support Hub by popular topics, resources and insights
Stay connected, slash admin
Build client portfolios. Place investments. Monitor performance. Novia Global Europe puts your working world at your fingertips – available anytime, anywhere. Admin that used to take days can be orchestrated in a matter of hours. So you can do what you do best, better.
Place investments, manage portfolios
When you open an investment, our platform creates all necessary documentation for you. There are two dealing windows per working day. And you can monitor progress anytime within the platform. There’s no limit to the number of clients you can manage within Novia Global Europe and no limit on the number of funds you invest in. Sign in to your account area and you get a dashboard view of all investment activity. Or drill down into the full transaction history for individual clients. You’re in control.
Straight-through processing.
(That means speed.)
Novia Global Europe utilises straight-through processing (STP): an automated electronic system in finance that processes transactions from start to finish without human intervention. APIs, system integrations and other digital workflows eliminate manual data entry and accelerate everything from product opening to trading. So you can react rapidly to market opportunities and fulfil client requests with more efficiency, tighter security and faster cashflow.
Seamless client relationships
You can create regulatory documentation and reports to share with your clients within the Novia Global Europe platform. For most documentation we support digital signatures – dramatically reducing admin time. You can also create a portal for each of your clients, where they can review documentation, browse transaction history and get a basic view of their portfolio performance.
Your team, your branding
Add multiple users to your account with platform permissions that are aligned to their role within your business. Brand your account with your visual assets, which will also be added to reports and documentation you share with your clients. Make it yours.
Clear insight on investment performance
Get on-demand insight into client investment performance. Make informed investment decisions faster with powerful reporting tools and clear data visualisation.
Clear data,
clear decisions
To make clear decisions, it helps to have clear data. With Novia Global Europe, insight on client investments is available in a matter of clicks. Choose from a selection of investment reports. Export branded PDFs to share with your clients. And add your own notes based on what the latest numbers are telling you.
Client statement
A statement of a client’s holdings over a specific timeframe. Includes account valuation, adviser payments and transaction history of all products over the selected date range.
Client valuation
A comprehensive statement of a client’s holdings, including the valuation and overall change at a given date across all products held.
Portfolio performance review
Calculate the achieved rate of return on a client portfolio between two dates. Rate of return is money weighted and provides a true measure of the return a client has obtained after all expenses.
Periodic valuation
A detailed statement of a client’s holdings over a specific period. Includes account valuation, asset allocation and a variety of investment performance data for all products held.
Transaction history
A breakdown of all transactions that have occurred on a selected client’s account over a defined period.
The platform that grows with you
Our reporting tools are regularly updated to make sure clear insight is there whenever you need it. For a second opinion on how best to use our reporting tools to manage client wealth, our support team are on hand to help.
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