Collidr Technologies Ltd has launched Noxai Premium, an artificial intelligence (AI)-powered portfolio assistant for advisory firms.
This software offers tools for automated reporting and portfolio analytics, designed with Consumer Duty in mind.
Noxai Premium provides features like AI-driven portfolio performance commentary, portfolio attribution analysis, stress testing, and fund health check dashboards.
The service is available from £90 per month per user.
The free version of Noxai allows up to three users to create up to 100 portfolios from over 100,000 funds and exchange-traded funds (ETFs).
Noxai Premium also expands the capacity to an unlimited number of users, 300 portfolios, and unlimited custom benchmarks.
Upcoming updates to the free version will include fund peer group screening and portfolio comparison analysis tools.
Symon Stickney (pictured), CEO of Collidr, said: “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.
“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.”
