Integration partners

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)