Market leading investor risk profiling
Author Gillan Williams
Date 12th December 2016
Developed from research from the University of Oxford.
Trusted by leading institutions, such as RBS, HSBC, Standard Life, Rathbones and Brewin Dolphin.
We have support staff dedicated to maintaining the platform. You can call direct to deal with any issues that may arise.
We have an up-time of over 99.99%, and best practice performance assurances offered through our Service Level Agreement.
The Oxford Risk Rating is the leading and most trusted risk profiling processin the market.
We are continuously working to improve our risk profiling instruments, and the functionality of the platform. Our instruments are regularly calibrated to ensure the results are relevant according to the individual investor in comparison to other, contemporary investors. Furthermore, suitability analyses are available to map the range of investment offers available to the investors to their risk profiles and investment time horizons. This process provides the best practice and consistent foundation for the provision of suitable advice, and is unmatched by the existing alternatives offered by our competitors.
Easy to use
A great deal of work went into creating a stable, academically derived and defensible system that delivers the most appropriate results whilst remaining intuitive for advisers to use. Our aim is to aid the advice process rather than make it more complicated than it needs to be, or be prescriptive to the point of minimising the value of the adviser’s expertise.
The platform can be either used as a web application where the advisor logs in using their browser requiring no specialist equipment or software or it can be integrated into existing systems, suitable for banks IFA networks. Both alternatives accommodate for substantial white-labelling of the service to reflect each firm’s branding and communication with their investors.
It is also suitable for all forms of investment advice, no matter what your niche may be, the platform provides the investor risk profiling you need.
Oxford Risk Rating Online exceeds all FCA requirements for investor risk profiling. The system also keeps a record of all assessments, so you can refer back to them if required.
The package is competitively priced. We have versions suitable for small IFAs up to more complex options for larger organisations.
To get in touch for more information and a free trial of our online profiling platform, click here
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