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Your digital investment
assistant
analyst
partner
Your digital investment
assistant
analyst
partner
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Benefits
Power
A free to use, market-leading application for your investment proposition
Control
Build, manage and track all your portfolios under one roof
Smart Content
Automated commentaries and factsheets at the click of a button
24/7 Monitoring
Live performance tracking and risk alerts so you won’t miss a thing
Intelligence
Health checks to help manage your portfolios, built with Consumer Duty in mind
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Features
Access a suite of incredible tools
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Intelligence for your portfolios
Will help save time, save money, improve client outcomes... and it's free.
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Plans
Choose a plan that works for you
Free
It's truly free to use!
£ 0
- Up to 3 users
- Up to 100 portfolios
- Unlimited portfolio ranges
- 100k+ Funds & ETFs, 55 IA benchmark instrument universe
- Up to 20 custom benchmarks
Features
- Smart generation market commentaries
- Portfolio health check
- Text and email alert notifications
- Interactive analytics tools
- Portfolio performance projections
- Custom portfolio factsheets
- Batch factsheet production
- Full report branding & custom disclaimers
- and much more
Premium
Starting at £140 and going as low as £90 per user/per month, based on the number of users
- Unlimited users
- Up to 300 portfolios
- Unlimited portfolio ranges
- 100k+ Funds & ETFs, 55 IA benchmark instrument universe
- Unlimited custom benchmarks
Features
- Everything in free
- Smart generation portfolio commentaries
- Portfolio and funds stress tests
- Scenario testing
- Fund health check
- Portfolio attribution
- Configurable health check alerting
- Additional user roles
- and much more
Say goodbye to spreadsheets and manual data entry.
Noxai lets you focus on what matters –
looking after your clients.
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