Xplan Integrations
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Oxford Risk

Iress People

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

  • Behaviourally 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.

Visit their website

Expected delivery: October 2019

Access: When delivered, view terms and activate the integration in the Systems Setting page of your Xplan site.