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Home Risk Profiling Oxford Risk

Willingness to recommend

3.77/5

Based on 39 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

Back Office Systems
Cash Flow Modelling
Client Portal
Other
Platform
Research

Advicefront

Intelligent Office (Intelliflo)

No integrations available for Cash Flow Modelling

No integrations available for Client Portal

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Standard Life Wrap

No integrations available for Research

Reviews

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