Novia launches model portfolio manager tool

clock

Novia is launching a tool enabling advisers and discretionary fund managers (DFMs) to create and manage model portfolios online.

The Novia Model Portfolio Manager tool, currently in demo phase, is designed to provide advisers and DFMs full administrative control over their model portfolios - from constructing and reconstructing models to monitoring the number of clients and assets under management. It will be rolled out to Novia DFMs from June and to advisers with discretionary permissions over the coming months. The tool, which Novia said has been built in response to "huge" adviser demand, will be linked to the platform's existing analysis tools. This will enable advisers and DFMs to research assets at the po...

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

Hargreaves Lansdown slashes account fees to 0.35% in charges overhaul

Hargreaves Lansdown slashes account fees to 0.35% in charges overhaul

Annual account charges to drop

Patrick Brusnahan
clock 26 January 2026 • 1 min read
AJ Bell platform AUM hits record £108bn as advised customer numbers rise

AJ Bell platform AUM hits record £108bn as advised customer numbers rise

Figures for the three months ended 31 December 2025

Jenna Brown
clock 22 January 2026 • 2 min read
Platforms in 2026: The good, the bad and the opportunity

Platforms in 2026: The good, the bad and the opportunity

'The optimist sees the donut. The pessimist sees the hole'

Steve Andrews
clock 16 January 2026 • 4 min read