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Oxford Risk

Willingness to recommend

3.81/5

Integrations

3.87/5

Value for money

3.98/5

Service

3.74/5
Based on 62 reviews

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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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Ownership:

Spin out from Oxford University

NextWealth analysis

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.

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Integrations

Based on 62 reviews
3.87/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research

intelliflo office (intelliflo)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

Advicefront

No other integrations available.

abrdn Wrap

Morningstar Wealth Platform

No integrations available for Research

Reviews

Willingness to recommend
Integrations
Value for money
Service
all seems to work well
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
"We have just moved to Oxford Risk this month
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
Simple and easy to use
Anonymous May 2022

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