Oxford Risk is a behavioural finance technology firm that has been active for over 15 years, specialising in tools that help financial advisers deliver more accurate, personalised and compliant investment recommendations. Its flagship solution, Investor Compass, is designed to improve investor suitability assessments by combining psychological, financial and behavioural data. The tool aims to help advisers align investment strategies with clients’ long-term goals, risk tolerance and life circumstances, ultimately enhancing client satisfaction and retention.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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