Investment platform Novia Global has teamed up with research firm Mabel Insights to launch a raft of planning tools for the international adviser community.
The free-to-access suite is available through the Novia Global website and has been designed to support advisers holistically. The tools facilitate risk profiling, portfolio comparison and in-depth analysis of both performance and asset allocation.
Drawing on data from a range of discretionary fund managers and portfolio ratings, the tools also enable advisers to create white-labelled client investment reports and recommendations.
Novia Global head of investment proposition Linda Johnstone said: “This partnership reflects our commitment to giving advisers all the tools they need to deliver clear and confident advice.
“The suite is designed to enhance transparency across the full array of solutions available to advisers and their clients, which should lead to better outcomes for all concerned.”
Co-founder and director of Mabel Insights Martin Coyle said: “Our mission is to equip advisers with intuitive, time-saving technology that helps them deliver the best possible outcomes for clients.
“We’re absolutely delighted to extend our reach internationally by collaborating with Novia Global. This partnership represents another exciting step forward for our business.”
Investment groups Quilter Cheviot and Canaccord Wealth are among those supporting the launch.
Simon Doherty, head of managed portfolio service at Quilter Cheviot, said: “We have long championed the role greater transparency can play in supporting better client outcomes, so we welcome the opportunity to make our portfolio data available to international advisers through the Mabel Insights tools available via Novia Global.”
Matthew Wintour, head of international distribution at Canaccord Wealth, added: “We believe greater transparency helps advisers deliver better outcomes for clients. That’s why we’re pleased to support the launch of Mabel Insights through Novia Global, providing advisers with enhanced access to portfolio data and analytical tools to help them better understand and compare our managed solutions.”
