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Oxford Risk: Iress Open Standard Integration

Iress People

 

Type: Practice Management

 

Locale: UK

 

Description provided by the integrator:

Oxford Risk provide financial decision softward that matches investors to an appropriate investment risk.

 

  • Behaviorally engineered Fact Find to capture goals and time horizon in engaging client UX
  • Complete suitability profiling with risk tolerance, risk capacity, affordability, and knowledge & experience
  • Dynamic risk profile with optimal risk allocation for portfolio under advice.

 

Contact details for integrator: alex.chase@oxfordrisk.com

 

Website for integrator: https://oxfordrisk.com/

 

Expected Delivery: TBA

 

Activation Type: Xplan System Settings

 

Iress Contact: please contact your account manager if you need further assistance.

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