Oxford Risk Management & Insur Service offers unique behavioural finance software for Financial Institutions, Wealth Managers, and Digital Advisers, providing robust assessments of an Investor's Risk, ESG preferences, and Financial Personality to help investors make informed financial decisions over their lifetimes.
The company's core solutions include Wealth Management with Investor Compass, a client suitability and sustainability software, as well as Digital and Hybrid Wealth support for digital investment platforms. Additionally, their Risk Mapping Service offers risk ratings and mapping for asset managers and fund providers, ensuring clients are matched with suitable investment vehicles based on accurate risk measurements.
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