UK-based Wrap platform Novia has teamed up with outsourced investment firm IBOSS to allow advisers access the IBOSS investment proposition from November this year.
Under the partnership, IBOSS will provide its white-label portfolio management service to Novia users and also offers clients reviews on behalf of advisers.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
IBOSS will also provide Novia with access to its analysis tools to analyze fund performance.
The partnership may also include tools to analyze investment trusts and exchange-traded funds in the future.
Paul Boston, director of sales at Novia, said: "The arrangement with IBOSS enables advisers who want to outsource their investment making decisions, both the building and the maintaining of investment portfolios, to do so in a way that lets them retain a direct relationship with their clients.
"Providing advisers with an extensive range of investment solutions to fit varying objectives is an important part of what the Novia platform does, "he added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
