Xplan Integrations
Showing results for 
Search instead for 
Did you mean: 

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.

At Iress we are committed to ensuring that your experience using our community gets better. Did you find what you were looking for today?
We will use your feedback only for the purposes in which it was intended; to improve our products and services to you. At Iress, we always respect your privacy. To view our privacy notice, please visit our website