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
Engage – Client & Firm Portal (and App)
Feature rich engaged digital experience for advisors and end consumers
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
Insight – MI & Business Intelligence
Powerful insights into trends, revenues and other KPI data designed
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
Protect - Client Management, Report & Compliance
Key Features - Data, documentation, valuations, communications & alerts, mandate monitoring
Invest - Front Office Portfolio Manageent
Key Features - Dashboards, orders & dealing, investment models, rebalancing, performance, CGT
Foundation - Back Office & Administration
Key Features - Settlement, corporate actions, transaction reporting CASS reconciliations
