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Financial Personality
Financial Personality Overview
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Financial Circumstances
Financial Circumstances Overview
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Risk Capacity
Knowledge & Experience
Knowledge & Experience Overview
Knowledge & Experience Outputs
Suitable Risk Level
Suitable Risk Level Overview
Suitable Risk Levels
Sustainability
Sustainability Overview
Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
Identifying Suitable Portfolios
Risk-mapped funds and portfolios
Portfolio Risk Calculator
Guides
Integrations & Technical Information
API
Product specifications
CRM integrations
Technical Information
Frequently Asked Questions
General Questions
Please find below our most common questions and answers.
Latest Updates and Changes
API
Releases
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Oxford Risk Help Centre
Getting started
Getting started
User guides
Tool guides
Financial Personality
Financial Personality Overview
Financial Personality Outputs
Financial Circumstances
Financial Circumstances Overview
Simplified Risk Capacity
Risk Capacity
Knowledge & Experience
Knowledge & Experience Overview
Knowledge & Experience Outputs
Suitable Risk Level
Suitable Risk Level Overview
Suitable Risk Levels
Sustainability
Sustainability Overview
Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
Identifying Suitable Portfolios
Risk-mapped funds and portfolios
Portfolio Risk Calculator
Guides
Integrations & Technical Information
API
Product specifications
CRM integrations
Technical Information
Frequently Asked Questions
General Questions
Please find below our most common questions and answers.
Latest Updates and Changes
API
Releases
Getting started
User guides
Investor Compass User Guide ▶️
Advisers and Assistants Full Guide ▶️
Admin Access Full Guide ▶️
What are 'user permissions' ?
How do I create a user?
Edit, archive, delete and reactivate users
How do I link an adviser and an assistant?
What is my user type?
See more
Tool guides
Clients ▶️
Standard Support Model
How are the recommendations developed?
Groups
Responses
How do I edit multiple clients?
How do I use activity notifications?
How do I reassign a client to another adviser?
Accessing your site
How do I set email notification settings?
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