Advisers who have tried to create model portfolios on wraps will know there are pinch points that can trip up the platform. Mark Polson sees how Novia's Model Portfolio Manager compares...
The more advisers think about how they can manage risk in their business and deliver a repeatable set of services to clients, the more centralised investment propositions take off. Bar some niggles about shoehorning (which sounds like a bizarre practice one might find in the darker corners of the interweb), model portfolios, asset allocation and outsourcing are ruling the day. Our subject this week reckons it has the most evolved model portfolio management technology thingamajig in the UK; so much so that it's carved it out as a badged service on its platform. The company in questi...
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