Novia, an online wrap provider, has launched the Investor Zone to enhance the investor experience and make the investment process for the client more intuitive.
Investor Zone is a new Novia client portal, enabling the investor to have online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.
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This new, view-only portal was an in-house build and has been designed to work across all platforms, working natively on mobiles, tablets and PCs.
Investor Zone will give the user an overview of their portfolio showing: Total portfolio value, the portfolio valuation over rolling 6 or 12 months (showing invested and disinvested from the platform and percentage change), and investor documentation i.e. half yearly statements.
Investor Zone will also enable the investor to drill from portfolio level to a selected wrapper level in order to show the wrapper breakdown by sector, fund and weighting. Multiple wrappers are shown and an aggregated total is also shown.
The user can view wrapper valuation and a statement for each wrapper (over a rolling 6- or 12-month basis) and includes money in and out of the wrapper and the percentage change.
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By GlobalDataCharges are broken down into easy-to-view sections. The adviser is also able to have access to the same information as seen by the investor.
Director of business development Shaun Allwright said, "Our goal with the creation of Investor Zone was to install a great customer experience, incorporating content, branding and usability. Investor Zone will give the client a more intuitive experience of asset allocation as well as providing useful investment MI data and historical summaries, which can be used to aid tax reporting. In addition to the changes made to Report Zone we have also updated the look and feel of the Novia Financial website making it far more informative and user friendly for our investors."
