Technology

Oxford Risk And Fuze Partner To Enhance Client Investment Risk Suitability

Amanda Cheesley Deputy Editor 11 October 2024

Oxford Risk And Fuze Partner To Enhance Client Investment Risk Suitability

Behavioural finance experts Oxford Risk and Fuze, a wealth management platform specialising in financial data consolidation and analysis, create partnership.

Oxford Risk and Fuze has teamed up to integrate Fuze’s real-time data aggregation capabilities with Oxford Risk’s behavioural risk suitability tools to deliver a solution for wealth managers and financial advisors, and increase its assets under management.

Through this partnership, Oxford Risk said it will be able to use real-time data on clients’ assets, liabilities, income, and expenditure from Fuze, which helps advisors save time, reduce manual processes, and deliver more accurate financial advice.The integration will enable financial advisors to create more accurate and personalised investment risk suitability assessments, helping them to offer better-aligned investment recommendations based on a client’s financial situation and behaviour, the firm said in a statement.

Founded in 2002 by academics from Oxford University, Oxford Risk’s software supports wealth managers to assist their clients to make financial decisions in the face of complexity, uncertainty, and behavioural biases. Supplemented with other behavioural information and demographics, its behavioural tools assess financial personality and preferences, and changes in investors’ financial situations, in order to build a detailed profile.

“By integrating our real-time data with Oxford Risk’s proven risk profiling tools, we’re empowering advisors to make more informed decisions, improving client outcomes,” founder of Fuze, Alex Simpson said.

“It enables even more data flow in support of increased assets under management through investor engagement and regulatory peace of mind,” James Pereira-Stubbs, chief client officer at Oxford Risk added.

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