Oxford Risk: Iress Open Standard Integration

[jim.farrell]

Integration overview

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

• Overview
• Integration details
• For further assistance

Integration summary

Oxford Risk is the leading provider of behavioural finance software. We empower financial institutions to provide hyper-personalised advice to their clients, for today and for a lifetime of financial decision.

Software type: Risk profiling and suitability

Locale: UK, AU

Contact details for integrator: support@oxfordrisk.com

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

Description provided by the integrator:

Oxford Risk provides financial decision software 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.

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration has been enabled. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

The third party has not yet provided us with setup details for this integration. Please contact them using the contact details above for more information.