“Designed specifically for financial advisers and advisory firms to build, manage, and track all of their portfolios under one roof, Noxai is a portfolio management platform which provides a suite of added-value interactive analytics and tools to support portfolio oversight, risk management, and tailored client reporting. It aims to reduce manual workload, improve reporting accuracy, enhance client engagement, and demonstrate value under Consumer Duty through automation and AI-driven insights.

Available in both Free and Premium versions, key functionality includes:

• Fund screening: unlimited access to all funds across IA sectors, with automated ranking tools and dynamic smart filters
• Portfolio comparison: compare unlimited prospect portfolios to target portfolios
• Portfolio healthcheck:keep tabs of all portfolios’ performance and risk
• Portfolio projections:model future portfolio values and outcomes
• White label reporting:customised dashboards of portfolio information to produce client reports
• Content generation: design/deliver automated market commentary and portfolio reports
• Alerts:real-time 24/7 notifications for any portfolio issues”