True Potential to roll out Oxford Risk’s Investor Compass across advice operations

True Potential Wealth Management has partnered with Oxford Risk to roll out the behavioural risk suitability fintech’s Investor Compass technology across the advice firm.

The technology is expected to support more than 1,200 financial advisers and over 200,000 clients, aiming to enhance behavioural investor risk suitability.

Investor Compass enables advisers and clients to complete an investment risk suitability assessment, seeking to enhance the client experience while maintaining high professional standards.

The technology has been built on behavioural finance theory, going beyond traditional risk profiling to analyse up to 20 behavioural dimensions.

Through insights into investors’ behavioural drivers and financial personality, Investor Compass supports adviser-client conversations, engagement, and long-term investment outcomes.

The partnership will see the integration of behavioural risk tolerance analytics into the advice process, supporting the delivery of improved client experiences across True Potential.

“An integral part of True Potential’s vision is to offer best-in-class technology to better support our advisers and our clients,” stated True Potential Wealth Management chief client officer, Jamie Sexton.

“Partnering with Oxford Risk to deploy their Investor Compass solution strengthens our ability to deliver more personalised, insight-driven advice.

“We recognise that assessing risk tolerance is only one part of the solution, so we’re moving beyond a standardised attitude to risk questionnaire to give our advisers and clients a more holistic view of suitability.

“The ease with which clients can complete the questionnaire and understand the process is especially appealing, and the outputs empower our financial advisers to better serve their clients.”

Oxford Risk chief client officer, James Pereira-Stubbs, added: “We are delighted to provide the most holistic and robust investor suitability solution to True Potential to improve their client experience, support better adviser-client conversations, and build the foundations for personalised behavioural engagement.”

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