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Wealthtime platform officially rebranded under Novia project 

Anacap-owned platforms Novia and Wealthtime are nearer towards rebranding under the Wealthtime group name. The rebranding is part of a wider group strategy that will see Wealthtime become Wealthtime Classic. The Wealthtime platform rebrand will take effect from today (26 July) with a “revitalised look and feel throughout”. Novia’s rebranding to Wealthtime will be rolled […]

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Novia and Wealthtime partner with FINIO to integrate with intelliflo

Adviser-focused platforms Novia Financial and Wealthtime have switched on FINIO’s back-office integration with intelliflo, which will deliver more accurate data directly into advisers’ back-office system. The valuation data is the first FINIO integration feed the platforms have switched on for advisers, which sends data for all their clients’ holdings on the platforms straight into their […]

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Gold rating for Wealthtime pension transfers 

The Wealthtime Classic platform is one of only two firms this year to have been rated ‘Gold’ by STAR for its SIPP transfer processing timescales.   STAR is the cross-industry initiative shaping and promoting good practice in transfers. The annual accreditation is designed to measure, recognize, and accredit transfer performance. Three STAR Accreditation levels of bronze, […]

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