Goal-focused financial planning
Focus on what matters to your clients and help them design the life they aspire to. You can easily address each objective as an independent challenge and provide valuable insights into how clients can best achieve them.
Private label branding
Make your clients feel at home. Personalise your online advice platform and landing page with your colours, logo and custom copy. All emails are also customised to your firm and sent on the adviser’s behalf.
Collaborative fact-find with smart fields
Let your clients breeze through an intelligent and adaptive fact-finding process all by themselves, turning an otherwise dull task into a great user experience.
- Smart forms with conditional options
- Clients can add attachments and comments
- Smart flags let you know what’s changed
Scientific risk profiling
Assess your clients' risk profile, matching them to your model portfolios and their underlying holdings, using Oxford Risk's mathematical and statistical insights to ensure your investment recommendations are robust and compliant.
- Simpler risk testing and scoring
- Risk consistency across clients and portfolios
- Pay only if client invests
Modular suitability reports
Building suitability letters has never been simpler or quicker. All information is pre-populated from your client's fact-find and risk scores, model portfolios and all your pre-defined content. All you have to do is to review the client’s information and edit it, or add comments if needed.
- Customisable default content
- Comment on each card
- Show / hide any module
- Default attachments
- Export as a PDF
- Risk results from Oxford Risk
Smart and secure document sharing
Every time you need a document you'll be able to find it quickly and securely in a shared folder, where both you and your client will be able to search every single document that was ever uploaded or generated in that account.
Onboard clients with quick financial plan and custom messaging
Collect all relevant data and pre-populate investment proposition
Send tailored advice recommendation and get client confirmation
Straight through processing with automatic portfolio rebalancing