- Oxford Risk Help Centre
- Integrations & Technical Information
- Technical Information
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Getting started
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Financial Personality
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Financial Circumstances and Goals - Risk Capacity
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Knowledge & Experience
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Suitable Risk Level
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Sustainability
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Secure Lifetime Income
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Mapped investments & Portfolios
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Portfolio Risk Calculator
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Integrations & Technical Information
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Frequently Asked Questions
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Latest Updates and Changes
Where is the help menu and how to use it?
1. While on a question page in an assessment, press the (?) help symbol.
2. Access the glossary and find definitions of common terms.
3. Contact your adviser by sending an email from directly in the system.
4. Review the company footer (e.g. regulatory information).