Supported by our experienced team
Nothing-left-to-chance onboarding. Ongoing training resources. And the answers to any queries at your fingertips. We’re here to help you thrive.
Onboarding and training
Adopting a new platform can feel disruptive. We completely understand. That’s why we’ve created a comprehensive onboarding program to help your business thrive and leave no questions unanswered. Here’s how it works.
Stage 1:
Engagement
The first step is to understand you, your business and your ambitions for using our platform. This normally takes place over video call. We will also give you a live demo of the platform.
Stage 2:
Planning
We’ll create a training plan for all necessary people within your organisation and arrange a schedule for delivering it online.
Stage 3:
Training
Training plans will be delivered to specific individuals in your business – covering configuration, transacting, research activities and servicing.
Stage 4:
Go live
Support as you submit business onto the platform to make sure the process is executed faultlessly. (Thanks to the steps above, this bit will probably feel like overkill.)
Stage 5:
Evolution
We will check in with you regularly to make sure everything is running smoothly and see if we can help you get more value from the platform.
Support hub
Need a regulatory document? Got a question? Need to pull a certain report? It’s all in our knowledge hub: a comprehensive database of tutorials, FAQs and more – covering every aspect of the Novia Global Europe platform and beyond.
You’ve got mail…
The investment world doesn’t stand still and neither do we. Every month you will receive a Pulse newsletter featuring expert commentary on key industry topics as well as tips for getting the best from the Novia Global Europe platform.
Ask us anything
Get in touch with your queries and you speak to our experienced team who are ready to help.
Explore Adviser Articles,
Resources & Insights
-
Pulse Webinar: Crystal Ball 2026
What matters, what has changed, and what Advisers should do next. With 2025 now behind...
-
Pulse Webinar: Maximising Performance with Explosive Growth Opportunities
In fund management, style labels like “value” or “growth” matter less than one fundamental question:...
-
Pulse Newsletter: February 2026
In this edition, we’re proud to launch our new Meet the Team series, starting with...
-
Article: Five reasons to focus on transparency
I don’t really listen to podcasts anymore, as it feels like everyone is rolling them...
-
Article: Platforms in 2026
Oscar Wilde wasn't a big fan of sitting on the fence. He famously remarked: "The...
-
Pulse Webinar: Boom to bust and back again?
The future of sustainable investing and how advisers can seize the opportunity Sustainable investing has...
-
Platform Update: The Canaccord Wealth International MPS Lite range is now available
Canaccord Wealth has unveiled a new International Managed Portfolio Service (MPS) range available exclusively on the...
-
Pulse Webinar: False Signals, Real Opportunities
Pulse Webinar: False Signals. Real Opportunities. 2025 has been a year of conflicting narratives with...
Committed to high standards of compliance and security
