Frequently asked questions
Straight answers about how Rendex Prime works, what it costs, and what you can expect before you start your first analysis.
Before you begin
What exactly does Rendex Prime do?
Rendex Prime uses AI-guided analysis to review an investment portfolio and explain, in plain language, how it's structured, where the concentrations and gaps are, and what a more balanced allocation could look like. It's built as an educational starting point for first-time investors rather than a substitute for personalised financial advice.
Do I need any investing experience to use this?
No. The analysis and accompanying explanations are written specifically for people who are new to investing. You don't need to understand technical terms in advance — each recommendation comes with reasoning in everyday language.
How long does the analysis take?
Once you submit your details through the form, the process is designed to be quick and largely automated. Exact turnaround can vary depending on the information provided, and you'll be kept informed of progress along the way.
What information do I need to provide?
Generally you'll be asked for a summary of your current holdings or investment goals. The more detail you provide, the more specific the resulting analysis can be. You're never asked for more than is necessary to generate your report.
How the analysis works
Is this the same as financial advice?
No. Rendex Prime provides analysis and educational information to help you understand your portfolio better. It is not a regulated financial advice service, and nothing produced should be treated as a personal recommendation to buy or sell any specific investment.
How does the AI reach its conclusions?
The system looks at the composition of a portfolio — things like diversification, concentration, and balance across asset types — and compares this against general principles of portfolio construction. Every output is accompanied by an explanation of the reasoning behind it, so you can see why a particular point was raised.
Can the analysis account for my personal circumstances, like risk tolerance?
The analysis can take into account information you choose to share, such as general goals or time horizon. However, it does not replace a full assessment of your personal financial situation, which is something only a qualified advisor can properly evaluate.
Pricing, privacy and access
Is there a cost to get my first analysis?
Details of current pricing, if any, are presented clearly before you submit your information. We don't believe in hidden costs — you'll know what to expect at each step of the process.
What happens to the information I submit?
The details you provide are used solely to generate your analysis. For specifics on how data is handled, stored, and protected, please refer to our Privacy Policy, which sets out the full position.
Can I use Rendex Prime if I already work with a financial advisor?
Yes. Many people use the analysis as an additional reference point or a way to better understand questions to raise with their advisor. It's intended to complement professional advice, not replace the relationship you already have.
What if I still have questions after reading this page?
You're welcome to reach out through our contact page with any specific questions. We're happy to clarify how the service works before you decide whether it's right for you.
Still deciding?
Start your first portfolio analysis and see the reasoning behind it for yourself.