Novia links with Plum software

Author: Will Roberts
IFAonline | 14 Apr 2011 | 14:30

Categories: Wrap/platforms

Topics: Novia

handshake

Novia is linking with Plum software in a tie-up enabling clients to view a snapshot of their portfolios from adviser websites.

The partnership also allows advisers to download information straight into their back office systems with the choice of receiving both valuation and commission services or just one of these options. 

"In the post-RDR world it is more important than ever to provide advisers with a transparent, and efficient business service model, enabling advisers to spend their valuable time advising their clients rather than being overloaded with admin issues," says Novia operations director Richard Denning.

"Plum Software has an excellent reputation, offering a front and back office solution, and we are pleased to be able to provide this service of a fully integrated system to advisers."

Novia adds the deal, which builds on the platform's links with several back office providers, demonstrates its commitment to supporting advisers in their drive for business efficiency.

Last month, Aegon UK announced it is linking up with Novia to launch two platform propositions focusing on the 'at retirement' and 'workplace savings' markets.

More wrap/platforms news

Recommended reading

Categories

Topics

Comments

There are no comments submitted yet. Do you have an interesting opinion? Then be the first to post a comment

Related articles

Most Read

Audio / Visual

Coffee Lounge

View all the winners here

PPR Structured Product Awards 2011

View all the winners here

This year we have 14 awards designed to mark out the very best products in a highly competitive and innovative market. This includes three new awards for 2011 to reflect the developments in this rapidly growing market: Best Dual/Multi-Index Product, Best Structured (Oeic) Fund and Best Structured Product Provider.

Events

event logo

International Fund & Product Awards 2012

14 Jun 2012 - 14 Jun 2012

London, UK

event logo

British Mortgage Awards 2012

03 Jul 2012 - 03 Jul 2012

London, UK

event logo

Cover Webinars

04 Jul 2012 - 04 Jul 2012

London, UK

Poll

Should there be a cap on hourly fees?

In Focus

Viewpoints