Portfolio performance commentary in seconds – Collidr unveils Noxai Premium, the portfolio assistant technology for advisors
- 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.”
Noxai – https://noxai.collidr.com/auth/register/primary/email
ENDS
About Collidr
Launched in 2015, Collidr Technologies Limited uses its proprietary AI technology to deliver investment portfolio solutions to the investment community on a stand-alone, B2B basis. In addition to offering technology, Collidr’s Group also offers investment management and research services on a B2B basis through our investment management firm, Collidr Asset Management Limited, which is authorised and regulated by the Financial Conduct Authority. Collidr believes every investor would benefit from a disciplined, systematic approach to managing their investments, one that leverages intelligence-led technology every step of the way, as well as empowering investment professionals to make better investment decisions and digitalise the investment process. Partnering with trusted advisers, Collidr’s technology and services are available to: Financial Advisors, Wealth Managers, Actuarial Consultants, Private Banks, Life Companies, Pension Scheme Advisors / Providers, Asset Managers, Discretionary managers, Family Offices.
Collidr technology powers global client assets of c£8+ billion.
Press contact
Slavica Smith
PR Manager | Collidr
M: 07527 899 367
