Novia launches model portfolio manager tool

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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...

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