Novia has stolen a march on many of its peers by forging ahead with bringing discretionary fund managers onto its platform. It offers access to a wide range of DFMs: currently 60 and counting. We take a look at why it has been so successful in attracting DFMs and what steps it is taking to realise chief executive Bill Vasilieff’s ambition of offering the best investor experience in the market.
The feedback we hear from advisers is that Novia is easy to work with and gets some important things right. For example, those looking for access to a wide range of on-platform model portfolios should be attracted by the choice available on Novia.
DFMs we have spoken to find the platform easy to work with. They say it makes it easy for them to get paid and its sales team works with them to help attract new business into their model portfolios. To read the full article on Money Marketing click here