Complete the form to register for a live demo webinar of Oxford Risk's Investor Compass solution.
Join Business Development Manager, Thomas Mitchell on Tuesday 23rd January at 11:00am GMT for a live demo with an overview of Investor Compass, Oxford Risk's Risk Suitability tool for financial planners and wealth managers. This demo session will run for 30 minutes and there will be the option for Q&A at the end.
During the webinar, you'll learn how Investor Compass can:
- Create deeper client conversations and lead to better advice outcomes.
- Enable you to understand your client’s ESG preferences and embed ESG into your advice process.
- Map your investment portfolios to our Risk Profiles.
- Bring together a client's risk tolerance, and behavioural traits including confidence & composure, risk capacity and knowledge & experience to provide a holistic profile in an engaging and simple-to-use tool.
- Improve adviser efficiency.
