Investor Compass is an end-to-end risk profiling and suitability solution – built on advanced behavioural finance. A comprehensive financial profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far beyond risk tolerance and onboarding, we want to help you provide the lifetime of guidance that investors need.
Our unique behavioural finance technology supports vulnerable investors, evaluates goal affordability, and accounts for sequencing and drawdown risks. The Investor Compass solution also includes a comprehensive ESG investment assessment that engages clients on their preferences, enabling deeper conversations with investors along with the ability to better match them to responsible or sustainable investment solutions.
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A popular retirement strategy is to use part of a pot of investible assets (typically from a pension) to provide a guaranteed income, leaving the other part exposed to the market – perhaps to leave a legacy, or to defer deciding how to use the money.
Our unique At-Retirement Suitability solution supports wealth managers and their clients to understand:
Measure Risk Tolerance quickly, using the most robust psychometric questionnaire. Meet Consumer Duty rules and know how investors will feel and behave at every stage of the investment journey by using our additional behavioural traits.
Effortlessly assess Knowledge & Experience (K&E) and identify potential areas of vulnerability.
Check investing is affordable based on the client's financial circumstances and establish the right level of risk to take based on the client's needs, objectives, and characteristics. Match investors to investments based on their emotional and financial personality whilst demonstrating and evidencing that you're delivering good investor outcomes.
Oxford Risk’s investment suitability software is an award-winning end-to-end software solution for European banks, wealth management firms, and financial institutions looking to meet their MiFID II regulatory obligations.
The suitability solution is fully integrated and can be deployed out-of-the-box or via API to meet your requirements.
We have a full suite of open APIs which allow 3rd party providers to integrate with our solutions. For further information please review our API documentation or contact us to discuss further.
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A good suitability assessment is greater than the sum of its component parts. Each of those parts must be measured, and measured well, but the way in which you measure them, especially with an eye on how they all fit together, is just as crucial as what you measure in the first place.
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