Latest Version of Digital Keystone’s Tools go Live at Novia Financial

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Major Release of New Software for Investment Wrap Platform Provider

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“These upgrades reinforce Novia’s commitment to exploiting the latest technologies and continuously improving the experience it offers its customers”

Digital Keystone Limited (DK), a software house specializing in tools and components for the investment platform market today announced that the latest releases of its platform software are now live at Wrap Platform Novia Financial.

Graeme Gets, founder of Digital Keystone explains: “DK’s tools have been an integral part of the award winning platform since its launch. These latest upgrades, and those planned for later this year, reinforce Novia’s commitment to exploiting the latest technologies and continuously improving the experience it offers its customers.”

Highlights from the April 2012 release include:

>> A new Lifestyle Planner tool that enables an IFA to identify whether clients’ will achieve their retirement goals.

>> A number of upgrades to the Client Document System leading to significant efficiencies in the process to produce statements, and enhancements to the auto-generation functionality of the system.

>> More informative contract notes which include a detailed breakdown of annual charges as well as handling a number of new contract note types.

>> Enhancements to the online Master Investment List which manages funds on the platform, including a bulk asset upload function to handle thousands of assets being imported at a time.

>> An Administration Portal to enable the management of multiple back-office applications, including the set-up and maintenance of user roles and access permissions.


For further information please contact:
Justin Belcher
Head of Sales
07906 211032

About Digital Keystone Limited
Digital Keystone is a financial systems software house with particular expertise in the wealth management and investment platform sector. The company offers a powerful combination of market knowledge and technology expertise.

Digital Keystone with its extensive experience and in-depth understanding of the financial services industry has recognized that the industry requires innovative technology solutions that need to be developed and delivered efficiently and in a cost effective way.
Digital Keystone boasts considerable software development expertise with experience in implementing mission critical financial solutions for high profile clients.

About Novia Financial PLC
Novia Financial plc launched to market in October 2008 to provide a comprehensive wealth management service or ‘full wrap platform’ for investment advisers and their clients. Novia provides a transparent pricing structure as well as access to a wide range of product wrappers each with their own Cash Facility, an extensive suite of portfolio management tools, and access to an extensive range of investment classes including shares, bonds, traditional authorised funds, ETFs and alternative investments.

Although still a relatively new Platform, Novia has received several accolades in the market including winning Best New Platform in 2009 at the UK Platform Awards and Best Medium Platform in the CoreData Research study of August 2010.

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Justin Belcher

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