Your Customized Financial Companion for International Success
Integrated APIs
Make informed decisions anytime, anywhere with iAdviser
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Digital Integrated Fact Find
Intuitive completion of your client Fact Find on your mobile phone.
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Monitoring
Consolidated portfolio view, with wealth, savings and pensions goal tracking.
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Portability
App based user interface with admin Desktop portal.
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Risk Profile
Complete, record and review your Oxford Risk profile.
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AI Generated Reports
Save hours of administration time with the AI generated suitability reports.
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Trade
Integrated buy and sell transaction processing from within the App with electronic signatures.
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Communication
Integrated messaging system to facilitate and record communications
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Documents
Access to store you Portfolio documents, trade instructions, succession planning records and risk profiles, all in one place.