The Model Portfolio Manager (MPM) tool, enables advisers (with the appropriate discretionary powers), private banks, trust companies and discretionary fund managers (DFMs) to take full administrative control over their model portfolios, creating and managing them online.
MPM is also linked to their other analysis tools so models can be researched at the point of construction.
There is an instant submit, with no “overnight refresh” so advisers, private banks and trust companies will be able to build portfolios and use them within the hour.
In addition:
- advisers, private banks and trust companies can establish their own model portfolios or work with a DFM
- An unlimited number of portfolios can be established, for different risk profiles, for both Novia Global products
- MPM provides the choice of updating some or all clients within a model by one simple instruction
- MPM has the functionality to synchronise all clients’ trades within a model portfolio.