Oxford Risk launches range of suitability tools

'Most scientifically rigorous'

Tom Ellis
clock • 1 min read

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. The suite of tools, dubbed ‘Compass' by the firm, provided "the most scientifically rigorous psychometric risk-tolerance assessment available", it said. The company also claimed to offer "the industry's only dynamic risk capacity calculation as well as nine other behavioural insights to "manage short-term emotional comfort". Put together, the firm said, the tools "quantify wha...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Technology and vendor consolidation: A recipe for growth

Technology and vendor consolidation: A recipe for growth

From cost-cutting to strategic simplification

Russell Andrews
clock 02 February 2026 • 4 min read
Advisers warned against all-in-one 'tech traps'

Advisers warned against all-in-one 'tech traps'

‘I became frustrated with the limitations of this approach’

Sahar Nazir
clock 29 January 2026 • 3 min read
Need financial guidance? There's a bot for that

Need financial guidance? There's a bot for that

Generative AI-powered bots or agents could be key to democratising financial guidance, writes Paul Muir

Paul Muir
clock 27 January 2026 • 4 min read