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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

blue Nova
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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

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