Quick Steps for Adviser Users

This article is intended for company advisers who are looking to get started with the Oxford Risk platform. If you are an admin or an assistant user, you might be looking for the admin quick steps or assistant quick steps articles.

At the start of your adviser journey, you will receive a welcome email inviting you to the platform. To get started with the account creation process, you should begin by setting a password and logging in to the oxfordrisk.tech platform.

Here are 4 quick steps to follow:

1. Update your settings
2. Create your first client
3. Start a new assessment
4. Review the results

If you would like to learn more about the different assessments, please see the following articles:

• Learn about the Financial Personality Assessment
• Learn about the Financial Circumstances & Goals Assessment
• Learn about the Knowledge & Experience Assessment
• Learn about the Responsible Investing Tools