Enhanced client insights and engagement through a deeper understanding of what makes clients tick
Reduced demand on adviser time with automatic processes built in to existing systems.
Greater consistency of advice thanks to our robust, reliable, and repeatable methodology.
Fully evidenced compliance and digital audit trail.
Future-proofing against changing regulatory requirements from our pioneering blend of quantitative and behavioural science.
Investor Compass is the only solution for adviser firms and wealth managers that offers the most robust assessment of a client’s risk appetite, sustainability preferences (MiFID compliant), and financial personality.
Oxford Risk can risk rate any fund or portfolio based on the underlying asset allocations. Advisers and wealth managers then use our unique risk suitability tools with investors to accurately map client risk, alongside their emotional capacity, to these suitable investment solutions.