Novia links to True Potential on online client valuations

Novia has teamed up with True Potential as part of a move to streamline advisers back office systems.

The link-up means advisers using True Potential will now have access to investment commission feeds and online client valuations from Novia, with the information delivered to their back office.

The deal follows a similar arrangement with 1st Software. Bill Vasilieff (pictured), Novia chief executive, said the deal would allow advisers to get a clear overview of client portfolios.

He said: 'Integrating with True Potential neatly supports this proposition and supports fast efficient flows of information to give a full client picture.'

Mark Henderson, senior partner at True Potential, said: 'Advisers know the value of True Potential is having full client information at their fingertips.

'By integrating with the modern Novia platform their wrap investment portfolio can be shown together with other assets and products held elsewhere such as protection policies for example, making it easy for an adviser to stay in control.'