Release Notes v4.14 - 2026-10

We're pleased to share what's new in version 4.14 of the Oxford Risk platform. This release focuses on new questionnaire content, more accurate behavioural analysis, and a number of reliability and security improvements. The Adviser Portal and Client Journey applications themselves look and work the same as before — the improvements below are delivered through our underlying platform and will appear automatically, with nothing for you to install or configure.

Highlights

• A new Targeted Support section has been added to the financial personality questionnaire, helping identify clients who may benefit from extra support around retirement and financial decision-making.
• Advisers are now notified as soon as a client's report is ready to view.
• Improved accuracy of behavioural analysis scoring across the platform.
• Continued investment in platform security and reliability.

For Clients — the Client Journey

• Added new Targeted Support questions to the questionnaire, covering areas such as retirement planning, so advisers can provide more tailored guidance.
• The Attitudes towards Retirement assessment is now available to a wider range of firms.
• Corrected a small number of Intervention and Affordability results that could occasionally show a slightly inaccurate outcome.
• Fixed an issue where a client's Country of Residence was not always displayed correctly on generated reports.
• Fixed a rare issue where re-submitting questionnaire answers could show outdated results instead of the latest ones.
• General accuracy improvements to how behavioural scores are calculated and categorised.

For Advisers — the Adviser Portal

• Advisers are now notified as soon as a client's PDF report has finished generating, so you know exactly when it's ready to view or share.
• Fixed an issue where a user could retain access to a group after their role or permissions had changed.
• Improved the reliability of our Intelliflo integration, including single sign-on and the way held (non-investible) assets are mapped across.
• When setting or resetting a password, you'll now see a password-strength indicator with suggestions to help create a stronger one.
• Performance improvements when loading client analyses and reports, particularly for firms with larger client books.

Platform & Data Accuracy

• Fixed an issue where converting a currency value already in GBP could occasionally return an incorrect result.
• Applied ongoing security patches and dependency updates across our services to keep the platform secure.
• A number of behind-the-scenes performance and reliability improvements to how client data and reports are processed.

For Integration Partners — the API

• Added a new endpoint for retrieving client records, improving consistency for firms integrating directly with our API.
• Extended API access options for retrieving certain client risk and suitability data for authorised integrations.

 Questions about anything in this release? Get in touch with your Oxford Risk account contact and we'll be happy to help.