Blue Nova
Digital Engagement Solutions
A suite of applications that transform the digital offering creating a panoramic ‘all wealth’ view for consumers, create a ‘golden source’ repository of client data, support stakeholders in the effective management of the business and provide the necessary cross enterprise communication needed today
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​​Engage – Client & Firm Portal (and App)
Feature rich engaged digital experience for advisors and end consumers
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Connect – Account Opening & Client Onboarding
Key features include Self-Service Capability, ID checks, Client Suitability & Well Being Questionnaire
Approve – Onboarding Management
Manage & monitor the onboarding workflow, prospect applications & approval
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Insight – MI & Business Intelligence
Powerful insights into trends, revenues and other KPI data designed
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Control –Central Data Source, Administration & Connectivity
Centrally managed, secure vault for a firms move valuable assets, its client data. Connectivity services to external and internal platforms and systems​
White Nova
F2B Wealth Management System
White Nova is our feature rich and proven Wealth Management System which combines with Blue Nova to offer a complete front to back offering for our clients
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Protect - Client Management, Reporting & Compliance
​​Key Features - Data, documentation, valuations, communications & alerts, mandate monitoring
Invest - Front Office Portfolio Management
​Key Features - Dashboards, orders & dealing, investment models, rebalancing, performance, CGT
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Foundation - Back Office & Administration
​Key Features - Settlement, corporate actions, transaction reporting, CASS reconciliations
