Your digital investment
assistant
analyst
partner

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

Noxai

Intelligence for your portfolios

Will help save time, save money, improve client outcomes... and it's free.

Try it in the app
Plans

Choose a plan that works for you

Want to give Noxai a try?

Use the free demo version

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

Custom

Need more users? More features?
If you’re looking for a bespoke subscription plan, please get in touch – we can design a plan that works for you.

Say goodbye to spreadsheets and manual data entry.

Noxai lets you focus on what matters –

looking after your clients.

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