FAQ results for “”
No – we are one group, operating two distinct platforms. As they do today, the platforms will co-exist together, and offer different propositions and service to satisfy different customer needs.
• The Novia platform has become the Wealthtime platform and has a fresh look.
• The old Novia website has been replaced by www.wealthtime.com. Don’t worry if you bookmarked URLs from the old site – we have redirects in place.
• Our new suite of Wealthtime forms and documents is available (visit the document library to take a look). As we’re going through this changeover phase, we’ll continue to accept Novia forms.
• You’ll receive emails from our new domain (@wealthtime.com).
• We’ve updated our social media accounts (give us a follow if you aren’t already)
Novia and Wealthtime are both owned by AnaCap Financial Partners. As the companies are part of the same group, we decided the time was right to bring the two brands together under the Wealthtime name. We created a new visual identity for the group with a refreshed look and feel.
We believe that this unified brand will help us create a greater impact in the market, build a stronger business and provide a better customer experience.
The rebrand signals a new era for our company. Our new brand, our enhanced services, our improved technology, and our team, will transform your experience – creating a platform designed around your needs.
The Wealthtime platform is a comprehensive investment platform service for investment advisers and their clients. The platform provides access to a wide range of product wrappers, investments, and portfolio management tools, all backed by award-winning service and ongoing adviser support.
By deconstructing our approach to technology and adopting modern microservices alongside the safe security of assets through a partnership with GBST and our own proprietary software, we’ve created a technology solution that’s digital first, future proofed and built entirely around you, your business, and the ever evolving and complex needs of your clients.
GBST is an established market-leader in wrap technology, with total assets in excess of £130bn in the UK. While we source the core technology from GBST, we develop and own the front-end technology, giving us the freedom to be agile and responsive to our users’ needs. Our microservices structure, allows us to quickly deploy stand-alone software components to enhance functionality. It means we’re not constrained to a single development ethos and can quickly customise and innovate the user experience utilising
We provide a comprehensive range of investments on our platform including direct equities, traditional authorised funds both onshore and offshore, and exchange traded products such as ETFs and ETCs. We offer access to over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers. You can also choose from a number of structured products from providers such as Investec, Morgan Stanley, Mariana Capital, Meteor and Walker Crips.
We have an open architecture philosophy, giving our advisers choice over their investments. This means we’ll aim to work with any investment manager who meets our operational and due diligence requirements. You can also set up and manage model portfolios through our platform, including a custom mix of investments for any number of risk profiles or product wrappers. We also allow advisers to outsource portfolio management to specialist third-party DFMs, giving you complete flexibility to help you manage your clients’ investments.
Our wide range of product wrappers are designed to help advisers get the most from their clients’ investments. Our current range includes:
- Stocks and Shares ISA
- Sipp and Group SIPP
- General Investment Account (GIA)
- Offshore Bond
- Third-party wrappers through GIA
- Junior Stocks & Shares ISA
Our team are on hand to help you get started. Just contact the sales manager for your region and they’ll provide everything you need. We can only work with advice firms that are authorised by the FCA.
We know our users have different needs. That’s why we’re on hand to help make the onboarding process as straightforward as possible.
Once terms of business are in place, our experienced team will be in touch to create a personalised plan for you and your business. They’ll support you every step of the way, guiding you through the onboarding process and providing ongoing support to help set you up on the platform.