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SWM ETF portfolios now available on the Novia Global platform
We are delighted to announce that’s Secure Wealth’s ETF portfolios with ESG focus can now be purchased on the leading Novia Global platform:
  • SWM’s ETF portfolios are now available as models for advisors to use on the leading Novia Global platform
  • upfront and advisor fee payments are fully flexible on a client-by-client basis
  • Novia combines the latest in platform technology, online functionality, investment choice and management information
  • the platform gives advisors complete control over their clients’ investments, with full visibility in real-time
  • advisors can monitor and compare a wide range of funds’ performance
  • all within a highly secure, multi-layer online framework
For further information, please contact our Business Manager lisa.benjamin@securewm.com
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