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 w...
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