Digital and Hybrid Wealth

Quickly and easily create an end-to-end digital investment suitability journey by integrating our APIs into your advice systems

Our digital or hybrid advice solution can be easily tailored to your investment advice process, including 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.

Solutions

Simple and flexible deployment and integration

Use our APIs to integrate with your existing front-end experience or create a bespoke best-in-breed solution.

  • Open APIs and sandbox
  • Established client onboarding and transition
  • Flexible approach to ‘plug and play’ API access or bespoke build, dependent on requirements

End-to-End Suitability Solution

A scientifically and behaviourally validated means of understanding of what investments are suitable for investors.

  • An advanced algorithm for establishing risk tolerance and capacity
  • A robust methodology for mapping investor risk profiles to appropriate investment risk levels
  • Automatic updates along the investment journey

Client engagement and MI

Be at the forefront of scaling up your client engagement with valuable data, MI, and behavioural client insights.

  • Extensive data and MI for behavioural client segmentation and targeted sales
  • Identify clients who are receptive to advice and move them towards your fully advised channel
  • Algorithm presents each client the prescriptions most relevant to their unique situation

About

 

Find out more about our hybrid and digital advice solutions by booking a demo.

Latest resource

A Wealth Manager's Guide to Investor Cash Deployment

Download our guide to find out how best to support investors in moving them out of cash and into an investment portfolio.

A Wealth Manager's Guide to Investor Cash Deployment