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