CRM integrations
      Back to home
      1. Oxford Risk Help Centre
      2. Integrations & Technical Information
      3. CRM integrations

      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)