Last Updated on: 26th March 2025, 07:10 am
Collidr Technologies Ltd, a firm that has spent nearly a decade delivering portfolio technology to financial advisers, has officially unveiled Noxai Premium—the advanced iteration of its AI-driven portfolio assistant.
Following strong adoption of its original free Noxai version, Collidr’s new Premium offering introduces intelligent content creation capabilities, performance commentaries powered by AI, robust attribution analysis, comprehensive stress testing, and fund health dashboards.
The Premium version is priced affordably, starting at £90 per month per user. While the free subscription allows three users to create up to 100 portfolios from a database of more than 100,000 funds and ETFs, the Premium service expands these limits significantly—offering support for an unlimited number of users, up to 300 portfolios, and the creation of unlimited custom benchmarks.
Enhancements are also coming to the free tier. Soon, it will include screening tools for fund peer groups across over 50 Investment Association sectors, along with side-by-side portfolio comparison functionality, empowering advisers to benchmark client portfolios with the firm’s model portfolios more easily.
In a statement about the launch, Collidr’s CEO Symon Stickney 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.”
To learn more about Noxai Premium, head to www.collidr.com/noxai.
