Last Updated on: 7th July 2025, 04:13 pm
UK-based technology firm Collidr Technologies Ltd has introduced a significant upgrade to the free edition of Noxai, its AI-powered assistant for financial advisers. The enhancements deliver advanced capabilities to support fund research, portfolio construction and client reporting.
The new screening functionality offers full access to funds across IA sectors, with automatic peer group rankings and live screen updates. Advisers can apply smart filters that evolve with fund performance, generating concise summaries and unlocking detailed insights. A comprehensive range of visual and downloadable reports provides clarity and depth.
Advisers can now compare unlimited proposed portfolios against target models, with support from interactive analytics and customisable ‘health check’ reporting across 11 performance and risk metrics. These features are designed to improve the quality of adviser-client discussions, particularly around complex topics like diversification and charges. All usage is fully audited within the platform.
This extended feature set is available to all advisers using Noxai’s free version. It supports three users with capacity for 100 portfolios and access to more than 100,000 investment options including mutual funds and ETFs. Noxai Premium expands this access with support for more users, up to 300 portfolios, and further custom tools and benchmarks.
Collidr CEO Symon Stickney commented: “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.
“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.”
To explore the full potential of Noxai, visit: www.collidr.com/noxai
