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Novia partners with ESG Accord to support delivery of free sustainability framework to advisers

Novia Financial, the adviser-focused platform business, is partnering with ESG Accord to support an initiative to provide advisers with free access to materials that address clients’ ESG concerns, enabling firms to embed investment and suitability processes. Launching on 4th July, the Accord Initiative will offer access to a suite of compliance, educational, CPD and regulatory analysis […]

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Wealthtime platform officially rebranded under Novia project 

Anacap-owned platforms Novia and Wealthtime are nearer towards rebranding under the Wealthtime group name. The rebranding is part of a wider group strategy that will see Wealthtime become Wealthtime Classic. The Wealthtime platform rebrand will take effect from today (26 July) with a “revitalised look and feel throughout”. Novia’s rebranding to Wealthtime will be rolled […]

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Novia and Wealthtime partner with FINIO to integrate with intelliflo

Adviser-focused platforms Novia Financial and Wealthtime have switched on FINIO’s back-office integration with intelliflo, which will deliver more accurate data directly into advisers’ back-office system. The valuation data is the first FINIO integration feed the platforms have switched on for advisers, which sends data for all their clients’ holdings on the platforms straight into their […]

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