- The AI-powered software gives adviser firms even more enhanced tools for automated reporting and portfolio analytics
- Built with Consumer Duty in mind, Collidr’s Noxai provides firms with the technology to manage their advisory investment propositions.
Collidr Technologies Ltd, a technology firm which has provided portfolio solutions to advisory firms for almost 10 years, has launched off the back of its successful free version of Noxai the latest addition to its AI portfolio assistant technology – Noxai Premium. These enhanced features include:
- Smart content generation – AI-driven portfolio performance commentary
- Portfolio attribution analysis
- Portfolio and fund stress testing
- Fund health check dashboards
All of these features are available to advisers at a fee that can go as low as £90 a month/user. With the free version of Noxai, up to 3 users can create 100 different portfolios, selecting from more than 100,000 funds and ETFs. Noxai Premium extends this to an unlimited number of users, up to 300 portfolios, and unlimited custom benchmarks.
In addition to these Premium features, the free subscription version of Noxai will soon include – fund peer group screening tools (for all 50+ IA sectors) and portfolio comparison analysis tools (to enable advisers to quickly create and compare an investor’s existing portfolio(s) against the firm’s current portfolios being managed).
Commenting on the new features, Collidr’s CEO, Symon Stickney, says: “We developed Noxai to offer intelligence-led technology that makes it easy and cost-effective for adviser firms to build, manage and track all their portfolios under one roof, as well as offering added-value interactive analytics and tailored client reports.
Symon Stickney added, “Noxai gives adviser firms the means to improve their in-house portfolio management capabilities, and deliver an enhanced client experience at little or no cost, while giving firms back invaluable time and resources that can be better spent on growing their business.”
