Oxford Risk has launched a range of suitability and behavioural-insight tools, which the risk profiler has said can better understand investors, improve financial decisions and match them to suitable investments.
The Oxford University spin-off company said the suite of suitability tools could help both advisers and their clients by accounting for investors' psychology, circumstances, emotions and financial understanding....
Re-platforming went well
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
Adds £60m of assets
Up to £2,500 a month