Behavioural finance experts in client investment risk suitability, Oxford Risk and Fuze, an innovative wealth management platform specialising in financial data consolidation and analysis, are excited to announce a strategic partnership. This collaboration will integrate Fuze’s real-time data aggregation capabilities with Oxford Risk’s advanced behavioural risk suitability tools, delivering a seamless and comprehensive solution for wealth managers and financial advisers.

Through this partnership, Oxford Risk will be able to leverage real-time data on clients’ assets, liabilities, income, and expenditure from Fuze. This integration will enable financial advisers to create more accurate and personalised investment risk suitability assessments, helping them offer better-aligned investment recommendations based on a client’s financial situation and behaviour.

Key benefits of this partnership include:

• Increased assets under management: By combining Fuze’s real-time data aggregation with Oxford Risk’s behavioural insights, advisers can offer clients more accurate and tailored investment advice that emotionally engage investors to increase assets under management.
• Reduce rekeying: This collaboration ensures a seamless integration, reducing rekeying and double-keying and improving overall efficiency for wealth managers.
• Regulatory peace of mind: The integration also helps firms comply with evolving regulations, including MiFID II and the UK Consumer Duty, by ensuring that advice is always based on the most up-to-date client information.

Founder of Fuze, Alex Simpson says, “We are thrilled to partner with Oxford Risk and bring a higher level of data-driven personalisation to wealth management. By integrating our real-time data with Oxford Risk’s proven risk profiling tools, we’re empowering advisers to make more informed decisions, improving client outcomes.”

James Pereira-Stubbs, Chief Client Officer at Oxford Risk adds, “This integration between Oxford Risk and Fuze is another step in building an ecosystem of best in breed applications that are seamlessly integrated. We are excited to work with Fuze and it’s great news for our existing clients and our prospective partners. It enables even more data flow in support of increased assets under management through investor engagement and regulatory peace of mind.”

For more information, please email [email protected].