1st-The Exchange teams up with Novia

clock

1st-The Exchange is forming a partnership with Novia giving its users access to the wrap provider's online data.

The tie-up enables users of 1st-The Exchange's Adviser Office System direct access to online valuations and commissions data from Novia's wrap platform through the system's e-Business suite. 1st-The Exchange says the integration brings to 37 the number of providers supporting electronic valuations - the highest for any comparative back office system. Novia's operations director Richard Denning says the partnership will improve the customer experience. 1st-The Exchange provides e-commerce services to over 27,000 advisers while Novia, launched in 2008, provides a full wrap service f...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read