Novia Global
Curated by SignalWealth management software suite simplifying investment management for financial advisors.
Overview
Novia Global is a company that offers a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The target audience includes advisers, private banks, and trust companies, with a focus on addressing the complexities associated with investment management. The software provides tools for ensuring regulatory compliance and enables real-time data aggregation. Additionally, it includes a secure client portal and technology for paperless processing, which are intended to improve operational efficiency and client engagement, while allowing users to offer personalized advice and prioritize the protection of client funds and assets.
Key facts
- Founded
- 2014
- Headquarters
- Bath, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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