Our digital investor compass solution can be tailored to your advice process, include the modules that you require to create a bespoke client journey using our APIs.
When building a fully digital or hybrid advice journey it is important to ensure that all steps within the process are compliant and guide the investor to select the investment solution that best suits their goals, financial circumstances and risk & behavioural profile. This creates happier and longer-term loyal clients. Integrating Oxford Risk’s solutions into your advice journey provides peace of mind due to the robust research used to create our methodology and continue to improve our solutions.
A scientifically and behaviourally validated means of understanding of what investments are suitable for investors.
All rights reserved © 2022