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About the provider
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.
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Spin out from Oxford University
Integrates One Way
Integrates Both Ways
intelliflo office (intelliflo)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No other integrations available.
Morningstar Wealth Platform
No integrations available for Research