Oxia
Curated by SignalPerformance reporting platform enabling wealth managers to optimize investment strategies.
Overview
Oxia is a performance reporting platform designed for wealth managers, focusing on the analysis and presentation of investment performance data. The platform aggregates financial information from various accounts and asset classes, providing real-time insights into portfolio returns, asset allocation, and risk exposure. It includes dashboards and customizable reports that allow wealth managers to assess investment strategies in relation to benchmarks and client objectives. The platform incorporates machine learning algorithms to predict future performance trends and provide strategic recommendations. It also emphasizes secure data encryption and transparent communication, which may enhance client engagement and trust, while addressing the management of carbon footprints and greenhouse gas emissions in investment portfolios.
Key facts
- Founded
- 2018
- Headquarters
- Montreal, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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