Our current available integrations for Investor Compass 1.0 are as follow. If you are interested in another provider, please contact us at support@oxfordrisk.com
| Curo Time4advice | IO Intelliflo | Xplan Iress | |
| Financial Personality | ✓ | ✓ | ✓ |
| Knowledge and Experience | ✓ | ✓ | ✓ |
| Financial Circumstances and Goals | ✓ | ✓ | |
| ESG Profiler | ✓ | ✓ | |
| Client Dashboard | ✓ | ✓ | ✓ |
| Single sign-on | ✓ | ||
| Report upload to CRM | ✓ | ✓ | ✓ |
| Fact find data from CRM | ✓ | ✓ | |
| Suitable Risk level upload to CRM | ✓ |
We are currently working on integrations for Investor Compass 2.0 with the below partners:
- Curo Time4advice (Coming soon)
- IO Intelliflo (Coming soon)
- Xplan Iress (Coming soon)
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