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Oxford Risk Help Centre
Integrations & Technical Information
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
Integrations & Technical Information
API
API - How to Guide
API Versioning and Support Policy
Postman collection for API
Product specifications
Investor Compass
Why can't I approve a client's response?
CRM integrations
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Intelliflo integration for Investor Compass Platform v2.0 ▶️
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