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Willingness to recommend

3.67/5

Based on 33 reviews

Value for money

3.97/5

Support

3.79/5

Integrations

3.85/5

Based on 33 reviews

Founded in 2002 by leading decision-science academics from Oxford University, we are experts in behavioural finance and financial well-being. We provide suitability software that leverages behavioural-science to improve both investor and investment management.

Our software provides a bridge between investment-risk analytics and the suitable risk for an investor to take. This helps financial institutions personalise advice and service, leading to more meaningful and trustworthy client outcomes. Our expertise means we know how best to elicit client insights, based on an understanding of how people feel about risk, how this shapes their decisions, and how they behave in risky situations.

NextWealth view

Oxford Risk is an innovative small business offering a behavioural science-driven approach to risk profiling. NextWealth data shows that 78% of advisers use risk profiling tools and 10% of those use Oxford Risk. Oxford Risk is among the higehst rated risk profiling solutions, after Finametrica. On average financial planners give Oxford Risk a score of 7.5 out of 10 on willingness to recommend the solution to colleagues.

Ownership:
Spin out from Oxford University

Integrations

3.85/5
Based on 33 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Practice Management System
Research

No integrations available for Cash Management

No integrations available for Cashflow Modelling

Advicefront

No other integrations available.

Praemium

Standard Life Wrap

intelliflo office (intelliflo)

No integrations available for Research

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Oxford Risk
3/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
1/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Not a fan of the risk questions used. Subjective and based on guesses as to future feelings and actions in certain scenarios. It is integrated with Enable so easiest to use in line with other processes
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
its not a patch on Finametrica
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It does exactly what we need. It's no fuss and not too much work for our end-clients
Anonymous September 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous September 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous September 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
as good
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
works fine
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
It isn't a great risk questionnaire
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Works with Centra
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
3/5
Service
"free
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
Good tool
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
It fits in with our other systems
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
its the system I know
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
"Very easy to use via email link
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
easy to use and understand particularly from a clients view
Anonymous March 2020
2/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
4/5
Service
It is poor compared to the previous Dynamic Planner one and the questionnaire is awful.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy to use and the questions are intended to be thought provoking
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
It serves the purpose well and integrates with Defaqto which we use
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
I have faith in the results
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Like the process
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Great system
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
no issues and comprehensive
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
IT'S OK
Anonymous March 2020
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