Wrap provider Novia has announced a partnership with portfolio analysis service IBOSS to allow more in-depth analysis of fund performance.
The partnership means Novia users will have access to IBOSS’ white-label Portfolio Management Service, which undertakes client investment reviews on behalf of advisers. It is the latest deal the platform has struck following a spell of activity which has already seen it add functionality to the wrap. The group said the arrangement with IBOSS may be expanded in future to include tools to analyse investment trusts and exchange-traded funds in much greater detail. Novia’s director of sales, Paul Boston (pictured), said: “The arrangement with IBOSS enables advisers who want to outsourc...
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