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Oxford Risk
Willingness to recommend
3.68/5
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.
Integrations
Based on 97 reviews
3.67/5
Integrates One Way
Integrates Both Ways
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Reviews
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
It works but questions are poor
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
I feel this type of risk profiling is a small part of a much wider discussion
Anonymous
October 2023
