This page outlines the essential features of Suitability Compass: our product for establishing an investor's financial personality (including risk tolerance), their financial circumstances and goals, their knowledge and experience with investing, and the suitable level of risk to take with their investments. This list is not exhaustive of everything that is possible on oxfordrisk.tech, but it covers the most important functionality from the perspective of you and your clients.
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The financial personality assessment, which always includes risk tolerance, and may also include composure, confidence and/or other behavioural traits |
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The consistency of a client's risk tolerance answer, and the amount of time they spent on the financial personality assessment |
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Recommendations and 'prescriptions' for how to account for an investor's financial personality |
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Knowledge and experience of investing |
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The financial circumstances and goals assessment |
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Risk capacity |
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The suitable risk level for an investor's assets |
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The agreed or estimated risk level of an investor's assets |
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The affordability of an investor's plans and goals |
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A list of funds or portfolios that have been mapped to the investor's risk level |
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Advanced search for clients, including by behavioural trait |
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Response history and audit trail of updates to a investor's profile |
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