Fund screening and portfolio comparison tools for free – Collidr unveils additional features to Noxai, the portfolio assistant technology for advisors
- The AI-powered software gives adviser firms even more enhanced tools for fund screening and portfolio analytics
- Built with Consumer Duty in mind, Collidr’s Noxai provides firms with the technology to manage their investment propositions.
Collidr Technologies Ltd, a technology firm which has provided portfolio solutions to advisory firms for 10 years, has added even more features to its free version of Noxai, the AI portfolio assistant technology.
The fund screening tool offers investment advisers:
- Unlimited access to all funds across IA sectors
- Automated ranking tools across all peer groups – including on-going ranking screen updates
- Dynamic adaptive smart filters – where rankings adjust automatically with a summarised synopsis
- A suite of comprehensive reporting tools
- Interactive visual tools and charts
The portfolio comparison tool:
- Enables the comparison of unlimited prospect portfolios to target portfolios in an instant
- Provides a portfolio comparison ‘health check’ across 11 different portfolio metrics (with the ability to configure the scoring process)
- Visualisation tools allow advisers to improve client conversations on the topic of risk, cost, diversification, and performance
- Compliance – all functionality fully tracked and saved for audit purposes
- Includes a suite of interactive tools, charts, and reporting features
All of these features are available to advisers for free. In addition, the free version of Noxai provides advisers with a host of interactive tools and reporting, in which up to 3 users can create 100 different portfolios, selecting from more than 100,000 funds and ETFs. Noxai Premium extends this functionality to an unlimited number of users, up to 300 portfolios, and unlimited custom benchmarks, as well as more tools.
Commenting on the new tools, Collidr’s CEO, Symon Stickney, says: “We continue to enhance 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, leverage fund screening tools and portfolio comparison reporting for free, as well as delivering an enhanced client experience, giving firms back invaluable time and resources that can be better spent on growing their business.”
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 also offers investment management and research services on a B2B basis through an 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
